Personal Retirement and Financial Planning
Your life. Your future. Your goals.

We help to align our clients' financial resources and decisions with their life purpose.

You want help, advice and ongoing concern from your planner.

At Jordan Financial Life Planning, our comprehensive approach focuses on:

    You, your values and your purpose.

    The people that bring meaning to your life.

    Your overall needs, goals and objectives.

 

Old Elm Executive Park
6123 Green Bay Road, Suite 260
Kenosha, WI 53142


(262) 656-1141 Office
(866) 956-2252 Toll free
 
(262) 656-1144 Fax
info@jordanfinancial.biz

 
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Independent Wealth Management LLC , dba Jordan Financial Life Planning,
is a Wisconsin registered investment adviser offering advisory services,
including financial planning and investment management.