Tax & Estate Planning

Smart Strategies to Protect Your Wealth and Legacy

A close up of a canyon with a dark background.

Planning for Today and the Future

Taxes and estate planning shouldn’t be last-minute concerns—they should be strategic and intentional. At Jordan Financial Life Planning, we help clients plan wisely to reduce tax burdens, protect assets, and ensure their wealth supports the people and causes they care about.



Our approach is straightforward: we listen, we strategize, and we create a plan that aligns with your life’s priorities.

Tax Planning

Keep More of What You Earn

Taxes touch nearly every aspect of your financial life. The right plan can help you minimize liabilities, free up resources, and create long-term financial security.



We help clients make informed tax decisions by addressing:

01.

Income Tax Planning

Identifying deductions, tax credits, and timing strategies to optimize your tax situation.

02.

Investment Tax Planning

Optimizing capital gains, harvesting losses, and ensuring tax-efficient withdrawals.

03.

Retirement Tax Strategies

Managing Roth conversions, IRA rollovers, and Required Minimum Distributions (RMDs) for tax efficiency.

04.

Charitable Giving & Philanthropy

Structuring donations in ways that benefit both you and the causes you support.

Estate Planning

Protecting What Matters

Whether you want to provide for loved ones, give to charity, or ensure a smooth transition of assets, a well-thought-out estate plan is essential.


We help clients:

01.

Clarify their wishes

Who should inherit what? How should assets be managed?

02.

Minimize estate taxes

Understanding tax-efficient ways to pass down wealth.

03.

Review wills and trusts

Ensuring that estate documents reflect current goals and family needs.

04.

Prepare for life’s transitions

Helping families plan for aging parents, dependent children, or business succession.

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

A Holistic Approach to Tax & Estate Planning

Financial planning, tax strategies, and estate preparation should work together, not in isolation. We collaborate with your tax and legal professionals to ensure everything aligns with your goals.

By planning ahead, you gain control, reduce stress, and create a more secure future for yourself and those you care about.



Let’s talk about your tax and estate planning needs. Schedule a conversation today.

Contact Us