Knowledge, Integrity & Relationships

We work closely with our clients, to help them manage their finances, through a plan that is structured to meet their particular situation. Having a structured financial plan and insurance you can be confident in, is extremely important to overall happiness and success.

OUR STORY

With hard work, dedication and determination Goals Based Financial Inc,. was founded by Gregory Bennett and Brendan Gordon. This financial company has a variety of hard working advisors who have the knowledge and experience to guide their clients to ultimate financial success. For over 10 years Goals Based Financial Inc., has been helping people find financial plans that satisfy all of their wants and needs. At Goals Based Financial Inc., we treat our clients like family, and work hard to build meaningful relationships that last.

Mission Statement

At Goals Based Financial Inc., it is our mission to create a lifetime of financial security for you and your loved ones, where trust and hard work come together to create meaningful relationships and a peace of mind.

Our Vision

We want to set the standard of excellence for our clients and exceed their expectations by offering them the most comprehensive and responsive financial planning, insurance and investment management services available.

Meet The Team

MANAGING PARTNERS

Gregory Bennett Bio

Gregory Bennett

Founding Partner
Brendan Gordon Bio

Brendan Gordon

Founding Partner
Barry Gordon Bio

Barry Gordon

Senior Partner
Jonathan Pollock Bio

Jonathan Pollock

Senior Partner
Warren Friend Bio

Warren Friend

Senior Partner

SUPPORT TEAM

Deborah Aguirre Bio

Deborah Aguirre

Manager of Operations
Allison Coffey Bio

Allison Coffey

Marketing Associate
Leanne Robbins Bio

Leanne Robbins

Marketing Associate
Regan Syrett Bio

Regan Syrett

Consulting | Financial Security Advisor

Our professional advisors are ready to provide the feedback you need!

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