Your Life. Your Future.
Your Life. Your Future.
Live It On Purpose.
Live It On Purpose.
As independent, fee-only fiduciary advisors, we help you align your financial resources with your values, relationships, and the vision you hold for your future—so you can live life on your terms, with clarity and confidence.
Who We Are
We’re not your average financial planners. We’re listeners, partners, and guides who put people before portfolios. Our clients come from all walks of life—retirees, professionals, families, and those navigating life’s big transitions. What unites them? A desire for thoughtful advice, a plan that adapts as life evolves, and a relationship built on trust.
Who We Are
We’re not your average financial planners. We’re listeners, partners, and guides who put people before portfolios. Our clients come from all walks of life—retirees, professionals, families, and those navigating life’s big transitions. What unites them? A desire for thoughtful advice, a plan that adapts as life evolves, and a relationship built on trust.
Our Approach
Listening First, Planning With Purpose
We start by understanding your story, your values, and your goals. Then, we design a financial framework that grows with you—adapting to career changes, retirement, new opportunities, and everything in between.
Life-Centered Financial Planning
Financial planning isn’t about chasing numbers. It’s about ensuring your resources serve your life’s purpose. Whether it’s managing cash flow, planning for retirement, or navigating a major transition, we help you answer the big questions: How do your financial decisions serve your life? Are you on track for what matters most?
What We Offer
We believe great financial planning is about more than just investments—it’s about addressing every facet of your financial life, always anchored in what matters most to you.
Financial Life Planning
- We start by listening and learning your story, values, and aspirations.
- Connect every financial decision to your life’s purpose, clarifying your goals and creating a personalized roadmap.
- Guide you through milestones, transitions, and everyday decision-making so your money supports your unique vision.
Tax & Estate Planning
- Minimize tax liabilities and maximize charitable giving through strategic planning.
- Structure your estate to ensure your wishes are honored and your loved ones are cared for.
- Collaborate with your tax and legal professionals for a coordinated, holistic approach.
Investment Management
- Design and manage independent, fee-only portfolios tailored to your goals, risk tolerance, and time horizon.
- Employ tax-efficient asset allocation and regular rebalancing to keep your investments on track.
- Provide ongoing analysis and recommendations as your needs evolve.
Risk Management
- Assess and address risks to your income, family, and assets so you can face the future with confidence.
- Recommend and review insurance solutions—life, disability, long-term care, and more.
- Develop contingency plans to protect your lifestyle and financial security from life’s surprises.
Retirement Planning
- Help you define and achieve your vision for retirement—beyond just “the number.”
- Answer the big questions: How much is enough? When can you retire? What’s the most efficient way to draw income?
- Develop personalized strategies for Social Security, tax-smart withdrawals, legacy planning, and long-term care.
Ongoing Guidance & Support
- Provide regular reviews and continuous advice as your life and goals evolve.
- Serve as your responsive, long-term partner—ready to celebrate your wins or help you navigate challenges.
- Ensure your financial plan adapts seamlessly to whatever comes next.
Why Choose Us?
FEE-ONLY FIDUCIARY
No commissions, no product-pushing, no hidden agendas. Our only priority is you.
RELATIONSHIP-FOCUSED
We’re here for the long haul, providing ongoing guidance as your life unfolds.
INTEGRATED-PLANNING
We collaborate with your tax and legal professionals to ensure every piece of your financial puzzle fits together.
Let’s Get Started
Your financial future should feel like a source of confidence, not uncertainty. Ready to align your wealth with your life? Let’s build a plan that supports your goals, values, and dreams—so you can live life on purpose.
CONTACT US
Phone: (262) 656-1141
Email: info@jordanfinancial.biz
Office: Old Elm Executive Park, 6123 Green Bay Rd Ste 200,
Kenosha, WI 53142