Stephanie L. Jordan
I once had a client tell me he only hired females from the Midwest, preferably the oldest sibling. His reasoning was they are hard-working overachievers, organized and attentive to details, straight-talkers, honest to a fault, and get the job done.
Stephanie L. Jordan, Founder of Next Generation Wealth Systems™, has been educating clients for 28 years through major financial transitions. Her team-oriented approach empowers each client to a deeper understanding of their financial decisions relative to their overarching personal and family goals. She has experienced the financial and emotional aspects of overseeing a business through economic declines and surges, divorce, remarriage, and shifting family needs. She understands the impact of long term health care, disabilities, and terminal illness. Her solutions encourage collaboration amongst advisors and clear-cut strategies that bring measurable results.
Stephanie's experience stretches across multiple disciplines to incorporate financial independence objectives, estate planning, business succession/exit strategies, investment planning,
Stephanie lives in Colorado with her husband John and daughter Franceska. She is an avid horse enthusiast, spending much of her free time with her horses Panda, Athena and Savanna.
Specialties: Business Owner Planning, Business Succession and Exit Strategies, Estate Planing, Special Needs Planning, Highly Compensated Employees and Sales People, Financial Independence and Retirement Planning, Investment Planning with a mathematical and scientific methodology, College Funding, Personal Risk Management, Tax Reduction Strategies, Cash Flow Management, Fee-Based Financial Planning, Speaking.
Credentials: Series 65 (fee-based financial planning), Series 6 (mutual funds), Series 63, Series 7 (general securities). Insurance licenses: health and life, property and casualty.