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Biography: Jordan works primarily with successful retirees and professionals 5 years or closer to retirement to fully understand and articulate why financial independence is so important to them. Through a meaningful relationship with families she is well suited for, she's developed and refined a process to put all of the pieces of the puzzle together. Her clients desire a work-optional lifestyle and peace of mind that they will be able to check items off their bucket list, while enhancing their quality of life along the way.
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