What can we do for you?

Planning on all levels, from basic plans to highly detailed analyses
Investment management
Retirement accumulation and distribution strategies
Risk management, including life and health insurance products
Estate planning
College education planning
Tax and Investment strategies
Small-business services
Personal Legacy Letters
Access to quality legal, accounting and tax professionals

What should you ask us about?

Knowledge/experience: A college graduate, David Jordan is a CERTIFIED FINANCIAL PLANNER(tm) and also holds other financial-service designations. He has 14 years of experience and is a member of the Financial Planning Association and National Association of Insurance and Financial Advisors. David's path through life has taken him from missionary work in Papua New Guinea to helping people in southeastern Wisconsin and throughout the United States map out their financial futures.

Working arrangements: Clients are welcome to work with Jordan Financial Life Planning on several different levels, through a fee-based arrangement, as an advisory client, on a consulting basis, or for a direct-sales transaction. We always explain costs upfront so clients can focus on their life issues and investment goals rather than on fears of hidden charges.   

Expert areas: David offers expertise with investment management, insurance products, and particularly with retirement distribution strategies. Our motto, "An unusually thorough approach to financial planning" reflects the time and detail that he and his staff put into their work for clients.

Clients: People from all walks of life are welcome. Everyone has a "Circle of Wealth" and dreams of better tomorrows.

People First: Jordan Financial Life Planning is client-focused. Our team approach, with the financial planner as the maestro, is geared to what is best for the client.