Jordan Brandon
State(s) Licensed: CT, MA, ME, MN, VA, WI
71 Raymond Rd
West Hartford, CT 06107
State(s) Licensed: CT, MA, ME, MN, VA, WI
Why We Exist:
Our Why is simple. We exist to help families and individuals make wise decisions with their money. Giving them the freedom to live lives of intention and purpose.
What to Expect:
- Understand - your goals and where you want to be
- Diagnose - in your current situation
- Analyze - your current plan with your goals to see what adjustments are needed
- Implement - next steps to get your closer to your goals
Our Process:
We believe that everyone should have access to a comprehensive financial plan.
Our process to implement that is simple. We use the analogy of building a house. We are here to help you along every step of the way. This image is our process starting from the very bottom working up.
Our Values:
We strive to uphold these values and work best with people who do the same.
- Wisdom
- Trust
- Transparency
- Humility
- Truth
- Generosity
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
West Hartford Office
- Phone:
- 860-308-3149