William Jordan Associates Products
Financial Tools
As an independent financial planner, we use a mix of high performing financial tools to ensure you reach your wealth destination. We choose the right investments for your plan—without conflict of interest or proprietary products.
- Mutual Funds
- Stocks
- Bonds
- Annuities
- IRAs
- Money Market
- Real Estate Partnerships
- Cash Value Life Insurance
- Limited Partnerships
- ETFs
- Privately Managed Accounts
Insurance
How much insurance do you need? What kind of insurance is best? We’ll answer these questions together as we assess and plan your financial road map.
- Term Life Insurance
- Permanent Life Insurance
- Individual Health Insurance
- Disability Insurance
- Estate Planning
- Wealth Transfer
Mortgage
For most families, Real Estate is a large part of their asset base. There is a time to downsize utilize the equity in your property. Is now your time? Should you be purchasing property? Let’s determine your possibilities together.
- Refinance
- Purchase
- Line of Credit
- Equity Management
- Mortgage Reviews & Analysis
- Debt Management
William Jordan Associates Services
Financial Planning
Let us map the road to your financial dreams today. Our comprehensive financial planning services include:
- Wealthcare™
- Life Planning
High Net Worth Investing
Could your business be healthier? Wealthier? Our high net worth investing experts can advise you on:
- Deferred Comp
- Direct Participation Programs
- Tax Shelters
Business Services
Yes, small company employees can enjoy the same benefits that larger companies offer! We can handle your group employees’ benefits including:
- 401k
- Group Health Insurance
- Key Man Insurance
- Buy/Sell Assistance
Group Education
We regularly visit community and company groups and present at expos and seminars. Let us know if we can assist you. We offer:
- Group Presentations
- Topic Seminars
- Education Series
- Employee Education
