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Happy Woman

Peace Through Planning

Serving Widows in Greenville, SC

WHO

Financial Advisor for Widows

Jordan grew up in Greenville with a single mom, and his grandparents were a strong positive influence in his life. His grandmother lived as a widow for 15 years, and Jordan saw firsthand the challenges a surviving spouse can face when suddenly confronted with the responsibility of managing finances. He now uses financial planning as a tool to inspire confidence, allowing widows to enjoy their lives with a trusted financial partner at their side.

Grandmother and widow
Financial Advisor and family

WHY

Peace Through Planning

As an Advisor at Parallel Financial, Jordan specializes in providing financial planning and wealth management services to widows in Greenville, SC. He understands that managing investments can be a daunting task, especially during difficult times. Jordan uses his law degree and 9 years of industry experience to provide clients with a top level of service.

WHAT

Personalized Financial Planning

Investment Management

Retirement Planning

Required Minimum Distribution (RMD) Management

Insurance Planning

Peace Through Planning

Schedule a Consultation Today to Secure Your Financial Future.

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