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Jordan Flowers has been giving his clients peace of mind in their finances for over 12 years. He firmly believes people don’t plan to fail; they fail to plan.
Since a young age, Jordan was introduced to the financial service industry. His father is a financial advisor and he heard many stories of financial success and stories of financial failure from clients not having a financial plan. Jordan strongly believes people should have a written living plan for their finances and a goal in mind.
Jordan’s clients have a written plan incorporating investments, life insurance, estate planning, taxes, long-term care and expenses to live the lifestyle they desire. Although Jordan believes having a plan for all aspects of their finances are important, he feels the most important thing that the client should know is this:
“The client doesn’t always want to know how much you know; they want to know how much you care.”
If you are 55-70 years of age and preparing or maybe already in retirement, make sure you have a written plan, and a road-map to guide you to your goals. As with anything in life, life doesn’t always go to plan but when you put a plan on paper your ten times more likely to achieve your goals. When you can have all your income sources and investments work in tandem while minimizing taxes your finances will run like a fine-tuned machine propelling you to accomplish your goals
Wealth Financial Services & Tax Advisory Training Center1130 W Lake Cook Rd
Buffalo Grove, IL 60089
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