Live a Successful Life, Financially, Emotionally and with Confidence. Finances are an emotional challenge and often leave investors questioning their wisdom. In my practice, I educate and partner with my clients concerning their investments allowing them to feel more confident with the decisions we make together. Life's events will often require adjustment, but that is expected when there are long-term goals and long-term relationships. I began my career in the financial services in 1976, holding multiple positions over 28 years in the banking industry and 14 years as a local Independent Financial Professional. Client's can depend on me to support them with all facets of their financial life including decisions for retirement, Social Security and Medicare, college planning, life insurance, long-term care, disability insurance and recommendations to local professionals in the legal and tax field. My clients have helped me build my business by sending me their friends and family. I love being a local business owner.Client or Prospective Client Service Disclosure: All questions or concerns must be directed through my business email address or phone number listed in the profile or information section. Please do not use the Social Media email feature to send email messages regarding concerns. Transaction or customer service requests cannot be taken through this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative or refer to their business website for a list of these states. Neither Woodbury Financial Services, Inc. nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.Please send communications thru the following e-mail, Terry.Jordan@J-Financial.com or call us at 616-796-8238.
Listed skills include Life Insurance, Disability Insurance, Long Term Care, Mutual Funds, and 31 others.
