
Services
Jordan & Company provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Jordan & Company is one of the leading firms in the Southeast Idaho. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir?
Reviews (3)
Bonnie Nipper
Mar 25, 2021
Deborah Hitchcock
Nov 04, 2019
Larry Leibrock
Jun 10, 2019