A Safer Retirement: How to Approach Retirement That Helps You Build a Long-Term and Short-Term Retirement Plan

meet jordan
Partner, Strategic Wealth Designers

A long-tenured SWD Partner, Jordan holds a Series 65 financial license as well as licenses in life and health insurance. He is a well-known expert in the world of retirement planning and hosts professional seminars and educational events for our clients. Jordan is also a trusted resource that many turn to on both Fox and CBS networks for his retirement planning expertise. 

what you will learn:

  • The growth power and safety of Fixed-Indexed Annuities
  • The myth of diversification
  • The truth behind Wall Street's buy-and-hold lie
  • The advantages of targeted portfolios
  • The untold savings available through tax-deferred and tax-free income
After the training has concluded, please schedule your no-fee retirement strategy session with one of our team of Certified Financial Planners. They are ready to provide you with a comprehensive, objective and transparent approach to successfully managing your wealth from today right through retirement. 
Investment Advisory Services offered through Strategic Wealth Investment Group, LLC, a Registered Investment Advisor.
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