Stephen B. Jordan, EA

Stephen B. Jordan, EA

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Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning to ensure a smooth transfer of assets and businesses to future generations. If we don't have an answer for you, we can refer you to top quality consultants who work with us in specialty areas of retirement planning, estate planning and investments.