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Terry L. Jordan

About Jordan Financial & Associates

In 2004, Terry Jordan founded Jordan Financial & Associates in Holland, Michigan. She specializes in working with couples and individuals and those who have been divorced and widowed.  She has been working in the financial area since 1976 and both her experience and empathy means she brings a great depth of knowledge to her clients’ needs, goals and situations.

 

Her primary focus is to enhance the financial health of her clients by strategically positioning assets through unpredictable life events and to maximize their optimal Social Security benefit payouts.  She has a thorough understanding of Medicare, supplements, advantage and prescription health plans.  Her straightforward and knowledgeable approach utilizes tools that provide lifetime income, long term protection, preservation of assets through product or trust implementation and guidance with legacy goals.  She collaborates with her clients’ tax and legal professionals to ensure that a cohesive plan accomplishes the individual client’s desires.

 

Terry is an Investment Advisor Representative with Woodbury Financial Services, Inc. in the State of Michigan and is a member of the Financial Services Institute.  In 2007, she was accepted into “Peak” one of the nation’s leading consulting organizations for wealth advisors.  She has been tested and certified in the securities industry’s Series 6, 7, 63, 66 and holds Life and Health Insurance Licenses.

 

She is a 1995 graduate of Leadership Holland and has served on several boards including Lakeshore Women Business Owner Alliance, Connected Professional Women of West Michigan and West Michigan Marine Association.  Her community involvement includes United Way, Holland Chamber of Commerce, Odyssey of the Mind, West Ottawa Education Foundation, West Ottawa Jungle Fund Raising Committee and Project Charlie.  In 2012, she was honored to be nominated for the Lakeshore Athena Award.

 

She has lived in the Holland area and been married to her husband for over 40 years, where they live with their three dogs.  Her three children and two grandchildren also live in the area.

 "Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year.  Each MDRT status designation is granted for one year only.  All members must apply every year to continue their affiliation with the Million Dollar Round Table.  Third party rankings and recognitions are no quarantee of future investment success an do not ensure that a client or prospective client will experience a higher level of performance or results."



Terry L. Jordan


Jordan Financial & Associates
421 136th Ave
Holland, MI 49424

616-796-8238

Professional Services

We hold licenses in Life, Accident and Health, and can advice clients on the following:

Investment Products
 

 

Other Products
 

 Mutual Funds

 College Savings Plans

 Unit Investment Trusts

 Wrap Accounts

 Variable Annuities

 Variable Universal Life

 Stock and Bond Investments

 401K's and Rollovers

 Bank Products

 Life Insurance

 Disability Insurance

 Long Term Care Insurance

 Medicare Supplements

 Prescription Drug Plans

 Health Insurance

 Fixed Annuities

 Retirement Planning

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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Terry L. Jordan is a Investment Advisor Representative who is a Michigan resident. An Investment Advisor Representative may only discuss/and or transact securities business with residents of the following states: Michigan, Arizona, Florida, Indiana, and Washington.

Securities and advisory services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC. Insurance offered through Jordan Financial & Associates which is not affiliated with Woodbury Financial Services, Inc. 



This communication is strictly intended for individuals residing in the state(s) of AL, AZ, FL, ID, IL, IN, KS, MI and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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