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FINANCIAL ADVISOR
William Jordan Associates, Inc.
William Jordan President

23332 Mill Creek
suite 260
Laguna Hills, CA 92653
Phone: 949-380-8600
Cell: 949-433-8671
Fax: 949-380-1819
www.williamjordanassociates.com
wjordan@WilliamJordanAssociates.com
Think all financial planners are the same? Think again! We start from the beginning with all our clients to make sure we (and the clients) have a clear understanding of their financial goals, both short term and long term. We then design a financial blueprint to accomplish these goals in the order of their priority to our clients.

A GOOD tip: Someone who has recently changed jobs. Often they need help rolling over a 401k. Women going through divorce. They need financial guidance and someone to help make sure their financial future is as secure as possible. Parents of high school students. I have a specialty in designing financial plans for parents to pay for college. Some of my clients have saved more than $100,000 through my planning.

 

 
 
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