As your Financial Advisor and Certified Financial Planner®, I will do everything in my power to help you navigate your financial objectives by providing transparent, relevant, and timely advice that always puts your interest first and foremost.
I believe proactive financial planning serves as the foundation to client-advisor relationships and, when monitored and updated regularly, your personal financial plan can provide a clear roadmap to guide our financial decision making process.
Common challenges I help clients address include:
- Establishing and monitoring a legitimate retirement income plan
- Implementing tax strategies to help keep more of what you saved
- Aligning your investment portfolio with your capacity, need, and willingness to take on risk
- Identifying liquidity and lending options major purchases
- Incorporating inherited assets into your personal plan
- Protecting your family's financial future through trust and insurance planning
I welcome the opportunity to discuss your needs and if I may the right fit for you and your family.
Jordan Fujarski, CFP®, RICP®
Financial Advisor & Financial Planning Specialist with The Senatore / Ashmann Group at Morgan Stanley
Services Include
- Financial Planning
- Professional Portfolio Management
- Alternative Investments
- Sustainable Investing
- Life Insurance
- Cash Management and Lending ProductsFootnote6
- Retirement Planning
- Planning for Education Funding
Securities Agent: IL, NY, WI, OH, NM, MO, KY, AK, WV, RI, NJ, ME, IN, HI, MD, MA, FL, AZ, AR, AL, OR, MI, CO, UT, SC, NV, ND, DC, IA, WA, TX, TN, NC, MN, KS, DE, VT, PA, NH, MT, VA, ID, GA, CT, CA, OK; General Securities Representative; Investment Advisor Representative
NMLS#: 2710566