Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
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Operations - Client Liaison
We are partners in our clients futures sharing our expertise for 35 years so they are equipped to explore and take advantage of every opportunity that presents itself.
Our clients rely on us to help them explore, imagine, and navigate the large and small decisions in life. We provide advice based on what you value most - your future.
We know goals are key to the future success of our clients. We provide life stage focused goals to guide our clients through both the expected and unexpected challenges of life.
Our family relationships are our most precious asset. Trust must be earned year in and year out and we take great pride in retaining our clients for life.
We begin the journey to your future of financial confidence with an initial conversation that helps us connect with you and understand your personal circumstances.
We care about where you are now and are passionate about helping you reach the financial future you desire. We look at all our resources and assemble the best combination to get you there.
Having gathered key information about you and your unique situation, we help identify your goals and plot an attainable path in order to get you there.
Next we’ll analyze the plan together. We’ll educate you on options and we’ll try look for alternatives while we anticipate unexpected life events. Once you’re confident we’ll begin implementing your plan.
With our plan intact, we’ll begin the journey together. This is a time of education and monitoring. There will be changes along the way. Your goals may change, or other circumstances may, too. But we can always adjust.
Through our ongoing relationship we’ll help you plan and navigate life’s changing circumstances. Through regular analysis and a steady response, we’ll continue progress toward your goals, making adjustments in stride.
From managing debt, to saving for college, to retirement, these personal finance challenges can be overwhelming. Rest assured, we have the team and experience to help.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. See what makes Jordan Wealth different.
Have a question or ready to learn more? We’re just a phone call away. You can even schedule a choice of meeting types through, OnceHub, our online scheduler.