Jordan Duggan

06/02/2022

Another school year is in the books and many of you new college graduates are starting your career! Whether your are just transitioning into the workplace or having a change in jobs this summer, let’s talk about what makes the most sense for your retirement savings if you’re transitioning into a new role.

Thinking about changing jobs? Read more about how you can avoid leaving money behind as you make a career change.

05/23/2022

As you begin making plans for Memorial Day and beyond, be sure to leave time for a few financial tasks. Have more questions? Let’s talk.

05/09/2022

05/06/2022

Are you losing money on your taxable investments? Let’s discuss whether tax-loss harvesting is the right strategy for you.

A tax-loss harvesting strategy offsets your capital gains through investment losses. Read more to learn how tax-loss harvesting may help lower your tax bill.

04/08/2022

Hope everyone had a great Opening Day. Go Cards!

03/01/2022

So blessed to be surrounded by such a great group of people!

10/22/2021

If you think financial planning is all about investing, you could be missing the bigger picture. Lets chat about how to be strategic and efficient in the way you do planning.

Wealth management is a term for the comprehensive planning you can get from financial advisors. But what is included in wealth management?

09/24/2020

I am the financial partner who really hears you—who listens and understands your big picture, designs a plan tailored to your life and your needs, and is there to guide you every step of the way.
My team and I can answer to the questions you have, and ones you never knew you had.

I want to get to know you and first start off with a simple conversation about you and your ideas of success and financial stability. Message me and let's get started!