Financial Services Executive
Investment Advisor Representative
Through a collaborative relationship and proven strategic process, Jordan will help you realize the full potential of your financial future by identifying and prioritizing your goals, both in the short and long term. He utilizes a structured process that enables him to get a clear understanding of your current situation. Then, together, define a clear plan for how to achieve your goals. Jordan will help you:
- Achieve a balance between your current lifestyle and future expectations
- Minimize the impact of taxes on your portfolio
- Decide how to invest based on your goals and tolerance for risk
- Put in place appropriate solutions to help protect you and your family against the unexpected
- Actively plan and save for your desired retirement lifestyle utilizing a balanced, disciplined approach
- Create custom programs designed to help you achieve your special goals, such as buying a home, paying for a child’s education, retiring early, fulfilling your family legacy, and more
To develop your individualized plan, he is supported by a team of experienced financial planning professionals. Together, they develop comprehensive recommendations that take into account multiple aspects of your life. Their holistic, personalized approach results in recommendations specific to your needs in order to reach the goals you have established. They strive to ensure you have the information and knowledge necessary so your financial decisions are informed and made with confidence.
Once their strategy is implemented, you will receive regular updates such as periodic reviews and performance reports. At each step of the way, you will enjoy quality service, support and an open line of communication.