Jordan Financial

Jordan Financial is an independent, fee-only fiduciary financial advisory firm that works with individuals and families on life planning, retirement, investments, taxes, estates and insurance needs. Clients range from retirees and professionals to families going through major life transitions, and the firm focuses on aligning money decisions with personal values and goals.

The firm does not earn commissions or sell products, and it works with clients over the long term, coordinating with their tax and legal professionals when needed. Initial contact is by phone or through the office at Old Elm Executive Park on Green Bay Road in Kenosha.