Everyone has a special vision as to what their financial future may hold. This vision may differ from person to person, but the essential building blocks of each vision are the same: An Income you cannot outlive, The Ability to Live out your Dreams, Protection strategies for your Life Savings and A Plan to Direct your Wealth. Our team at Jordan and Associates have been providing financial navigation to individuals and businesses for over twenty years, aligning wealth, goals and values.
We are not merely investing for a return, but directing wealth for a purpose.
This is not intended as specific investment advice. Neither the named representative nor the named broker-dealer gives tax or legal advice. Please consult your financial advisor for further information. Eugene Jordan is a registered representative of and offers securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC. Cetera is under separate ownership from any other named entity. Branch office address: 3635 Genesee Street, Buffalo, NY 14225. This is not intended as specific investment advice. Neither the named representative nor the named broker-dealer gives tax or legal advice. Please consult your financial advisor for further information.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Knowing the rules may help you decide when to start benefits.
Tax preparation may be the perfect time to give the household budget a check-up.
This worksheet can help you estimate the costs of a four-year college program.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Earnings season can move markets. What is it and why is it important?
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Smart investors take the time to separate emotion from fact.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Understanding the cycle of investing may help you avoid easy pitfalls.