Our Services
Tailored Services. Customized Programs.
Our services and programs are designed to get a plan in place so you can live the way you want, today and tomorrow. Clients come to us from a variety of backgrounds, each with their own unique circumstances, resources, and levels of financial literacy. Our process is designed to meet you where you are at. Our services and programs are designed to bring simplicity and clarity to your financial life.
Wealth Management
Wealth Management is all about preserving and growing your wealth. Through regular review meetings we'll ensure you're on track and working towards goals. We'll make sure your portfolio stays up-to-date according to your changing needs. Effective wealth management requires ongoing due diligence and monitoring. We believe strongly that stability and risk mitigation are key to any wealth management strategy. Wealth management clients can expect tailored plans, organized paperwork and processes, retirement asset advice, access to and evaluation of alternatives, cutting-edge tools for visibility and management, frequent reviews of statements and portfolio assets and more. Read more about our approach here.
Financial Planning
Financial Planning includes considerations for a variety of concerns such as college planning, income planning, estate planning, and cash flow analysis. It's a holistic service designed to give you confidence for the long-term, and clarity for the present. You'll get education in basic financial literacy and a detailed plan that's specific for your circumstances. It's a great way to facilitate comprehensive preparedness for all life throws your way. Our Financial Planning Offering can also serve as an additional check-up on your current investment program or provide a second opinion if you have an established path you are already following.
Retirement Planning
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, don't hesitate to send us a note regarding any questions you may have about particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Estate Planning
Estate planning includes a comprehensive approach that considers all the tools: wills, trusts, and advanced directives. We'll discuss tax strategies, probate, and charitable giving scenarios. Should your plan include succession? What happens to your life insurance policy? How can you mitigate family conflict? These are all important questions when it comes to planning your legacy. These details don't have to be left for your family to parse during their grief, or worse, left to the courts to decide. Having a plan can ease this transition. We often bring in outside experts here when needed.
Risk Strategies
Preparation for the unexpected can be difficult. But a comprehensive plan is always a weight off your shoulders. Through this process we'll identify risks that could hurt your financial situation. We'll then assemble a plan with you to help protect you and your love ones from the negative impacts unforeseen circumstances could have. We discuss a variety of insurance coverage including disability, life, and long-term care. It's a difficult subject to talk through, but you and your family will rest easy knowing there's a plan in place.
Education Planning
It's no secret college tuition is constantly on the rise. But sending your young ones off shouldn't be a time consumed with worry about how you'll pay. There are a variety of ways to plan for that event and Jordan Wealth can help you chart a course. Whether it's college investment plans including 529s or utilizing a plan that incorporates a retirement account strategy, you're in good hands with our education planning services. We'll present you with a variety of options so when the time comes, you can embrace it as the exciting new chapter it is.
Business Consultation
Entrepreneurs, owners, operators, and executives have unique roles in their organizations. They need to be able to spend as much time thinking as they spend doing because decisions they make can have out-sized consequences. Our business consultation services are comprehensive and go beyond financial implications of leadership. We’re available to discuss a variety of management details as well as other concerns related to your serving role.
Programs That Serve You
JWM 101
For young for young professionals or recent college graduates. This program focuses on setting goals, reviewing debts, establishing a plan for the future and also includes our Advice on Demand offering.
Premier
Typically serves individuals or couples who are mid to late career. This program focuses on goal setting, education planning, retirement analysis and protection strategies.
Select
Serves individuals or couples who are retired or are close to retirement. This program focuses on setting new goals, social security strategies, estate planning and guiding you through this next phase of your financial life.
Guide
Serves decision makers. This program focuses on assisting entrepreneurs, executives and groups in decision making roles for the organizations they serve. Our collaboration assists in managing to mandates required in your serving role.
Our Approach
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.
About Us
With over 35 years experience, Jordan Wealth Management educates, equips, and empowers clients to take advantage of life’s opportunities and to triumph over its challenges.
Contact Us
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.