As the founder and President of Jordan Financial & Associates right here in Holland, Michigan, I have built my practice on a simple idea: combining deep financial expertise with real empathy. Since 1976, I have focused on guiding couples, individuals, and anyone navigating the tough, uniques challenges of divorce or widowhood. My business runs on a strict, client first promise - a commitment I have backed up by earning my Certified Plan Fiduciary Advisor (CFPA tm) and C2F credentials.
I take a straightforward, no-nonsense approach to help you position your assets against life's curveballs and secure a reliable retirement income for life. My daily work focuses on maximizing Social Security payouts, sorting through complex Medicare plans, and setting up smart products or trust solutions to protect your family's wealth and legacy. I also team up directly with your tax and legal professionals so we are all on the same page.
On the professional side, I am an Investment Advisor Representative with Osaic Wealth, Inc. (you might remember them as Woodbury Financial Services) here in Michigan, and I am a proud member of the West Coast Chamber of Commerce. I am also an alumnus of "Peak" Wealth Consulting Group and hold my Life and Health Insurance Licenses along with my SIE, Series 6, 7, 63, and 66 securities credentials.
West Michigan is my home. I am a graduate of Leadership Holland, a past nominee for the Lakeshore Athena Aware, and have spent years serving on local corporate and charity boards, including the Lakeshore Women Business Owner Alliance.
When I am not in the office, I am usually enjoying life with my husband of over 50 years. We live locally with Willow, our Cavalier King Charles Spaniel, and love being just a stone's throw away from our three children and seven grandchildren.