Here's a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance. Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives. Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Many pre-retirees can become focused on the "ideal" retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future. Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Many pre-retirees can become focused on the "ideal" retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future. Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Services
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Eugene Jordan holds his Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP).
This program focuses on setting goals, reviewing debts, establishing a plan for the future and also includes our Advice on Demand offering. This program focuses on goal setting, education planning, retirement analysis and protection strategies. Our Select program serves individuals or couples who are retired or are close to retirement.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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