Jordan DeBoer (AWMA, CFP®)
Jordan DeBoer focuses in the
following client markets or areas of practice:
- Business Owners
- Fixed Fee (Subscription, Retainer, etc.)
- Socially Responsible Investments
- Tax Planning
- Business Owners
- Fixed Fee (Subscription, Retainer, etc.)
- Socially Responsible Investments
- Tax Planning
Planning Specialties
We work best with clients who are looking for ongoing guidance across a range of personal and professional financial topics, such as cash flow management, bringing definition to your goals, and establishing an investment strategy that aligns with your values. Our clients often include those with complexities that require a more complex tax planning approach, such as business owners and high- or multi-income households.Additional Information
Jordan learned early in his financial career that his passion was getting granular with clients' financial goals. Our role is to educate and guide clients as they grow and diversify their income sources while being a trusted source to provide unbiased feedback on their unique financial situation.NAPFA Start Date
September 22, 2023
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