Jordan Brackman - Financial Planner, CFP, RICP

Jordan Brackman - Financial Planner, CFP, RICP Financial planner working through Prudential Advisors, specializing in retirement planning for retirees and pre-retirees 50+.

I help with income planning, tax-smart distributions, investment management, estate planning, and risk management.

A lot of people spend 30+ years saving for retirement and then get surprised by how much of it goes to taxes.That doesn'...
06/08/2026

A lot of people spend 30+ years saving for retirement and then get surprised by how much of it goes to taxes.

That doesn't have to be your story. With the right long-term tax strategy, we can work to keep more of what you've saved — for you and your family. I'd love to show you what that could look like.

Message me today to get started!

Retirement should feel like freedom — not like you're constantly watching your bank account wondering if the money will ...
06/05/2026

Retirement should feel like freedom — not like you're constantly watching your bank account wondering if the money will last.

It's not just about what you've saved, it's about making sure that money shows up consistently, month after month, no matter what the market does.

Retirement should feel like freedom — not like you're constantly watching your bank account, wondering if the money will last.

One of the biggest retirement decisions you'll make? When to start taking Social Security.There's no universal "right an...
06/02/2026

One of the biggest retirement decisions you'll make? When to start taking Social Security.

There's no universal "right answer" — it depends on your health, income needs, and overall plan.

Knowledge is power when it comes to retirement planning. Have questions about how Social Security fits into your plan? I'd love to help.

Health events, income loss, unexpected life changes, and even premature death can all affect a financial plan. Risk mana...
05/28/2026

Health events, income loss, unexpected life changes, and even premature death can all affect a financial plan. Risk management helps make sure your strategy is built for real life, not just the best-case scenario. Take time to identify where your biggest vulnerabilities may be and whether you have the right protections in place. If you want help evaluating that, reach out.

Estate planning is about more than naming beneficiaries. It’s about making sure your wishes are clear, your documents ar...
05/27/2026

Estate planning is about more than naming beneficiaries. It’s about making sure your wishes are clear, your documents are up to date, and your family has less stress to deal with later. Take time to review your will, powers of attorney, beneficiaries, and account titling to make sure everything still reflects your current wishes. Reach out if you’d like to talk through your situation.

Investments matter, but they are only one piece of a much bigger retirement plan. Your portfolio should support your goa...
05/22/2026

Investments matter, but they are only one piece of a much bigger retirement plan. Your portfolio should support your goals, your income needs, your timeline, and your comfort with risk — not exist in a vacuum.

If you’re nearing retirement, it’s a great time to make sure your investment strategy matches the life you’re planning. Let’s talk about what this could look like for you.

Many people don’t realize how much taxes can affect retirement until they’re already in it. Take a closer look at where ...
05/18/2026

Many people don’t realize how much taxes can affect retirement until they’re already in it. Take a closer look at where your retirement income will come from, when you plan to draw from each account, and how those decisions could impact your tax bill over time. A thoughtful strategy can help you keep more of what you’ve worked so hard to save. If you want to see whether your current plan is as tax-efficient as it could be, let’s start that conversation.

Retirement is not just about how much you’ve saved. It’s about how that money turns into dependable income. I help clien...
05/13/2026

Retirement is not just about how much you’ve saved. It’s about how that money turns into dependable income. I help clients build a strategy that coordinates Social Security, investments, and other income sources so they can move into retirement with more clarity and confidence.

If you’re approaching retirement, I’m happy to share what a clear income plan typically includes. Leave a comment and I’ll point you in the right direction.

05/12/2026

A retirement plan should not only focus on growth. It should also prepare you for what could go wrong. Take a closer look at the financial risks that could disrupt your future, from a health event to the loss of a spouse to an unexpected drop in income. The better your plan accounts for real-life risks, the more confident you can feel moving forward.

Message me to talk through any gaps in your current plan.

A strong estate plan can help reduce confusion, delays, and unnecessary stress for the people you care about most. It ma...
05/06/2026

A strong estate plan can help reduce confusion, delays, and unnecessary stress for the people you care about most. It may not be the easiest conversation to have, but it is one of the most important. Start by making a list of your key documents and checking whether anything needs updated. If you want help making sure your financial plan and estate plan are aligned, let’s talk.

Address

52 N Main Street
Minster, OH
45865

Telephone

+14196284076

Website

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