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How does the advisor help clients – Key Takeaways:
The team at Jordan Financial Life Planning specializes in providing financial guidance and planning services to individuals and families. With years of experience and expertise in the financial industry, they are dedicated to helping clients achieve their financial goals and secure a better financial future.
Facts and Insights
As of 2021, Jordan Financial Life Planning manages over $10 million worth of assets for their clients. Their team consists of 5 highly qualified and experienced financial advisors who have a collective experience of over 20 years in the field.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 million | 5 | 20 years |
Financial Services Offered
Jordan Financial Life Planning offers a wide range of financial services to cater to their clients’ diverse needs. Their services include financial planning, investment management, retirement planning, tax planning, and estate planning. Their team works closely with clients to create personalized financial plans that align with their unique financial goals and objectives.
Client Types
The team at Jordan Financial Life Planning works with a diverse client base, including high-net-worth individuals, families, and small business owners. They understand that each client has different financial needs and goals, and they tailor their services accordingly to provide the best possible outcomes.
Fees & Compensation
Jordan Financial Life Planning operates on a fee-based structure, charging a percentage of assets under management as their fee. This ensures that their interests are aligned with their clients’ and that they strive to grow their clients’ investments. They are transparent about their fees and do not have any hidden charges or commissions.
Background
Jordan Financial Life Planning was founded in 2001 by John Jordan, a highly experienced and knowledgeable financial advisor. He saw a need for a comprehensive financial planning service that takes into account all aspects of a person’s life, not just their finances. Over the years, the company has grown and expanded its services to cater to a wider audience while maintaining the same standard of excellence and personalized approach.
Financial Advisor Disclosures to Know
As per the industry’s best practices, Jordan Financial Life Planning has a fiduciary duty to act in the best interests of their clients. This means that they are legally bound to put their clients’ interests above their own. Additionally, all their financial advisors are registered with the Securities and Exchange Commission (SEC) and have a clean disciplinary record, ensuring that their clients receive trustworthy and ethical financial advice.