Gordon Homes is a Financial Advisor with WestPoint Financial Group, an agency of MassMutual. As a Special Care Planner, his practice primarily focuses on the legal, financial and government benefit issues faced by families who have a member with special needs.  Read less...

He aims to help clients achieve lifelong financial freedom by building long-term working relationships based on mutual respect, ongoing education and comprehensive planning.

He says, “My passion to serve is born out of my personal journey as a parent of a child, age 25, with special needs. As a Special Care Planner, I help families who have children or other dependents with special needs address the serious questions concerning their future well-being.

He assists families with a myriad of issues including understanding and accessing government benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns.

A frequent speaker at national and state conferences, he is nationally recognized in the area of Special Needs planning, contributing to articles in The Washington Post, The New York Times, and Kiplinger’s Personal Finance. He works with numerous nonprofits, serving in various leadership positions, and provides workshops for parents throughout Indiana and Kentucky.

He is also member of several professional organizations, including the Academy of Special Needs Planners, National Association of Insurance and Financial Advisors (NAIFA), Estate Planning Council of Indianapolis (EPCI), and Financial Planning Association (FPA), where he served as President.

Firm Description

As a  Financial Planner, my goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom.

As a Special Care Planner, I assist families in planning for the financial future of their children or other dependents with special needs. This requires in depth knowledge of the federal laws as they pertain to government benefit eligibility, legal documents such as special needs trusts and guardianships, as well as financial considerations for providing quality lifetime care.

I will work with you to help you determine what's important to you in your life. Together, we'll create a road map to help take you where you want to be. You can count on me to be your guide.

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