Jordan Nietzel (CFA, CFP®)
Jordan Nietzel focuses in the
following client markets or areas of practice:
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Trek Wealth Planning is for families who want real financial advice, not a sales pitch. We help you answer the big financial questions like: - How soon can I retire? - How much do I need saved before I can clock out for good? - How do I pay less in taxes? - How can I improve my investment returns? - How much can I expect to spend in retirement? We use our expertise, tools, and the latest technology to stress-test your retirement plan, giving you confidence in the best path forward. And we present it to you without all the financial jargon. Ultimately our mission is to provide transparent, personalized financial guidance that empowers you to make informed decisions and achieve your financial goals.Additional Information
When I’m not creating financial plans, you may find me playing outside with my 3 kids, visiting a local craft brewery, or cheering for my alma mater, the Missouri Tigers.
NAPFA Start Date
July 01, 2020
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