Testimonials

“It is not only that you are excellent at what you do, but it is such a pleasure to sit and talk with you. I enjoy our meetings very much.” - GS, personal client for 25 years, retiring comfortably at age 60
“We were uncertain about our future and that made us uncomfortable. The benefits of working with you have been beyond our expectations. We are so much more relaxed and confident about our finances. We never realized how much planning could help.” - EN & CK, personal clients for 8+ years
“Working with Jordan has completely changed our approach to managing our finances. In addition to saving us money and helping us build a strong and achievable retirement plan, Jordan has also set us up to complete payments on our mortgage years sooner than we thought possible. If you are financially savvy or a beginner, he’ll ensure you understand the recommendations and are empowered to make choices that best work for you. I would (and have) recommend Jordan to friends and family.” - JS & JM, personal clients for 3 years
“Without Joel and Joanne, I don’t know what we would have done. We really respect them and their knowledge. They have always been loyal, careful, honest, and upfront.” - U & J, business & personal clients for 25+ years