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Jordan Financial Life Planning

    (0)

    (262) 656-1141

    6123 Green Bay Rd Ste 260

    Kenosha, WI 53142



    MAP & DIRECTIONS

    Description

    Financial planning and investment management services for individuals and small business. Non-sales model; fee-for-service. Certified.


    Services
    retirement and college planning, rollovers, investment management
    Products
    Hourly consulting, contract projects, retainer services, assets under management
    Brands
    Schwab Institutional is our custodian
    Year Started:
    2005
    Specialties:
    retirement accumulation and distribution strategies
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