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A Personal Story

  • Writer: Jordan Roberts
    Jordan Roberts
  • Apr 23, 2024
  • 1 min read

Peace through planning financial advisor widow greenville sc

Jordan's upbringing by a single mom, with the support of his grandparents, instilled in him the value of resilience and the importance of a strong support system. Witnessing his grandmother navigate widowhood for 15 years illuminated the challenges that suddenly managing finances can bring to a surviving spouse.


Drawing from this firsthand experience, Jordan now serves as a compassionate financial advisor in Greenville, SC, specializing in empowering widows through comprehensive financial planning. His mission is rooted in providing the same sense of security and guidance that his grandmother deserved.


Financial planning isn't just about numbers for Jordan—it's about instilling confidence and peace of mind. He understands the emotional toll that financial uncertainty can take on widows and strives to be the trusted partner they need to navigate these challenges.


At the core of Jordan's practice is the belief that peace through planning is attainable for every widow. By walking alongside them on their financial journey, Jordan ensures that no widow in Greenville, SC, has to face the complexities of managing finances alone. With Jordan as their ally, widows can confidently embrace their future, knowing they have a trusted advisor by their side. Widows can book a consultation with Jordan here.



 
 
 

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© 2022 by Jordan Roberts. All rights reserved.

Disclosure

Parallel Financial, LLC is a member firm of The Fiduciary Alliance, LLC which is a registered investment adviser. A copy of The Fiduciary Alliance’s current written disclosure statement discussing The Fiduciary Alliance’s business operations, services, and fees is available at the SEC’s investment adviser public information website www.adviserinfo.sec.gov or from The Fiduciary Alliance upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of The Fiduciary Alliance, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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