Investment Management

Independent, Thoughtful Investing to Support Your Lifestyle

Investment Management, The Right Way

At Jordan Financial Life Planning, investing isn’t about chasing returns or timing the market—it’s about purpose-driven financial decisions that support your goals.


Unlike firms that push products, we are independent and fee-only fiduciaries. We don’t work for commissions or favor specific funds or fund families. Instead, we build investment strategies that align with your personal financial path.

How We Manage Investments

01.

Risk Tolerance and  Goals

We evaluate your financial history, objectives, and comfort with risk.

02.

Tax Optimization

We consider tax-efficient strategies such as IRA rollovers, Roth conversions, and capital gains planning.

03.

Comparing Options

We analyze your current holdings and recommend adjustments that align with your plan.

04.

Ongoing Adjustments

We rebalance as market conditions change, ensuring your portfolio remains aligned with your needs.

A black and white icon of a circle and a square on a white background.

Investing With a Bigger Picture in Mind

Portfolio returns matter—but only in the context of your broader financial plan, which is based on your life parameters. We make sure your investments support your lifestyle, your retirement security, charitable giving, or generational wealth plans.


Let’s build a smarter, more personalized investment strategy. Contact us today.

Contact Us