Jordan Dongell
Individualized planning to help navigate your financial future
State(s) Licensed: IN, KY, OH, WI
1031 Wellington Way Ste 115
Lexington, KY 40513
Individualized planning to help navigate your financial future
State(s) Licensed: IN, KY, OH, WI
Let's Put Your Plans in Motion
You deserve access to financial planning, no matter what stage you're at in your financial journey. My mission is to support individuals, families, and businesses in identifying their most important financial goals and creating a clear, confident path to reach them. Life changes—like a new job, marriage, children, or buying a home—bring exciting opportunities, but also new questions: how much should you save? How quickly should you pay down your mortgage? What should you do with your old 401(k)? It’s easy to feel overwhelmed or unsure. My goal is to help you cut through the noise and uncertainty, so you can move forward with clarity and confidence.
I want to hear about what's going on in your world, and see if I can help you gain confidence as you improve your plans. Start that conversation today!
Create Your Financial Future by Building from the Bottom Up
I use this illustration to help people build a framework and order to their financial choices...watch it and think about which phases you've worked on, and which ones need more attention.
Foundation
Like a house, a financial strategy needs a strong foundation to build upon. That includes protection of valuable assets—including income.
Accumulation
A financial strategy’s framework includes working toward savings for retirement, education and other important purchases.
Distribution
After accumulating assets, there’s a time to use what you’ve saved. This step can include turning a dream purchase into reality, paying for a child’s education, or creating a lifetime income source.
Legacy
This includes helping ensure that loved ones receive financial support and establishing in advance how estate assets will be distributed.
Tax-efficient financial strategies
Like insulation in a home, tax efficiency helps protect and improve every aspect of a financial strategy.
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