Tara Gordon, RFC - Partner, Planning Legacies Financial Group
Tara Gordon, RFC - Medicare Advisor | Insurance Professional
Raised in a “life insurance family” in Northwest Indiana, Tara Gordon is proud to follow in the footsteps of
her grandfather and mother, who have served the industry for more than 40 years. After graduating from
Purdue University, Tara began her career in law as a Legal Secretary for a Criminal Law Attorney, later
advancing to Court Reporter for her local county.
Despite her success in the legal field, Tara’s family roots led her to discover her true passion—helping
individuals and families protect their greatest investment: themselves. She is dedicated to preparing clients
for life’s unexpected circumstances through comprehensive life insurance solutions and by providing
financial strategies that offer security and peace of mind.
Tara also specializes in annuity planning, guiding clients on how to protect their savings, ensure growth, and
create guaranteed income for retirement. Her mission is to educate and empower people to make informed
financial decisions that support both their present needs and long-term goals.
In addition to life insurance and annuities, Tara assists newly retired and Medicare-aged individuals in
securing affordable healthcare coverage, offering a full range of licensed Medicare options.
A lifelong resident of Northwest Indiana, Tara is a proud mother of two, an active community member, and a
passionate supporter of the March of Dimes. She enjoys spending time with her family, staying involved in
sports, and giving back to her community.
Mobile Phone: +1 (219) 508-5828
E-mail: Tara@plfg.org
Tara Gordon, RFC
Just-In-Time Advice; Responsive
Tara Gordon, RFC - Partner, Planning Legacies Financial Group is responsive to market conditions. We provide critical AND timely guidance to help you build your financial world.
In-Person | Virtual Appointments, Whenever You Need Us
Appointments in Indiana & Chicago can be in-person or virtual, wherever and whenever you need us.
10+ Years Of Experience
With over 10 years of experience in Financial Services, Tara Gordon is laser-focused on helping you make the most of your money and plan your financial journey.
Solutions- Tara Offers
Medicare Assistance
Retirement Planning
Life Insurance
Guaranteed Income Solutions
FINANCIAL SERVICES...JUST THE WAY THEY SHOULD BE:
No Proprietary Products AND No Minimum Production Requirements
Two great reasons to work with Tara Gordon:
1. There is no obligation for us to promote or sell specific financial products or securities.
2. We have no sales quotas or minimum production requirements, ensuring our sole focus remains on serving your best interests.
Stocks & Bonds
Stocks and bonds are among the most common types of investments. Stocks give you ownership in a company, while bonds represent a loan you make to an organization.
Mutual Funds
A mutual fund is an investment vehicle that pools money from multiple investors to buy a diversified portfolio of securities such as stocks and bonds.
Options
Options are financial contracts that give investors the right, but not the obligation, to buy or sell an underlying asset at a set price within a specific time frame.
CDs
A certificate of deposit (CD) is a savings account that locks in a fixed amount of money for a set period, earning a guaranteed rate of interest.
Raised in a proud “life insurance family,” Tara Gordon continues a legacy of over 40 years in helping individuals and families protect what matters most—themselves. With a background in law and a degree from Purdue University, Tara brings dedication, compassion, and expertise to every client she serves.
Specializing in life insurance, annuity planning, and Medicare solutions, Tara’s mission is to provide security, growth, and peace of mind for both today and the future. As a lifelong Northwest Indiana resident, proud mother, and active community member, she is committed to educating and empowering others to make informed financial decisions with confidence.
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