Our Process Jordan

Our Financial Services

Financial Planning Strategies

  • Investment Risk Analysis
  • Second Opinion Reviews
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Tax Reduction Strategies

  • Review of Cost Basis
  • Review Realized Gains
  • Tax Free Investing
  • Tax Loss Harvesting
  • Roth Conversions Analysis
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Retirement Planning Strategies

  • Retirement Goal Setting
  • Social Security Analysis
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  • Medicare Shopping Service
  • Life Insurance
  • Long-Term Care Insurance
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Estate Planning & Philanthropy

  • Wills
  • Powers of Attorney
  • Guardians for Minor Children
  • Asset Protection Analysis
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Cash Flow Analytics

  • Expenses & Budgeting
  • Debt Management
  • Planned Purchases
  • Emergency Savings
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Family Services

  • College Savings Planning
  • Gifting
  • Elderly Planning
  • Legacy Planning
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We know every client’s situation is unique. At times, this process may be modified to better suit the needs of an individual or household.

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