About Jordan Financial & Associates

Terry Jordan is the founder of Jordan Financial & Associates, a full-service financial planning firm established in 2004. She has spent more than five decades in financial services, bringing both strong empathy and deep experience to clients planning for their individual financial needs. Terry's primary objective is to enhance her clients' financial health by strategically positioning assets, guiding them through unpredictable life events, optimizing Social Security benefits, and selecting retirement health coverage. Her straightforward, knowledgeable approach utilizes strategies that provide lifetime income, long-term protection, asset preservation, and legacy planning. To ensure a cohesive strategy, she collaborates directly with her clients' tax and legal professionals.

Terry is an Investment Advisor Representative with Osaic Wealth and a member of the National Association of Certified Financial Fiduciaries. She holds Series 6, 7, 63, and 66 investment licenses, maintains active Life and Health Insurance licenses, and has earned the Certified Financial Fiduciary (CFF®) and Certified Plan Fiduciary Advisor (CPFA®) designations.

A 1995 graduate of Leadership Holland and a 2012 nominee for the Lakeshore Athena Award, Terry has served on several non-profit boards, including the Lakeshore Women Business Owner Alliance, the West Ottawa Education Foundation, Connected Professional Women of West Michigan, and the West Michigan Marine Association. Dedicated to giving back, she is also involved with the local United Way, the West Coast Chamber of Commerce, Odyssey of the Mind, the West Ottawa Jungle Fundraising Committee, and Project Charlie. Terry and her husband have lived in the Holland area for more than 50 years. They enjoy spending time with their Cavalier King Charles Spaniel, Willow, as well as their three adult children, their spouses, and seven grandchildren, all of whom reside in southwest Michigan.