At Jordan & Associates Retirement Services, we are committed to excellence in everything we do―and that includes the way we connect with our clients and their advisors. The best way we know to build relationships is through close communication, person to person. Our relationship with you will include superior customer service, complete accountability and personal attention.
“At Jordan & Associates, we know that each of you can be a great source of referrals for us and us for you! If one of your business acquaintances or clients has a retirement question, let us help; even if they are not a client of ours. If we can’t provide the service or answer the question, we know who can and we will point you in the right direction. We view this as being part of a community—ours and yours!“
We understand the responsibilities involved in offering an effective retirement plan to your employees. Our goal is to help you understand and meet those responsibilities in the most timely and cost-effective way. We will customize a plan design that is focused on what you want and need, not on what is easiest for us to administer. Our clients have many different types of businesses and we can discuss what others do who may be in a similar marketplace. We will work closely with your investment advisor, your CPA, your attorney and your staff to assess needs and meet them. We are adept at coordinating payroll systems with retirement plans to supply the data needed and to generate the required reports.
Our relationship with you includes:
- Guiding you through your plan responsibilities
- Working in your best interest
- Assisting with meeting filing requirements and maintaining plan compliance
We understand that you have better things to do with your time than manage all the complexities of a retirement plan. Let Jordan & Associates Retirement Services be the retirement plan experts for your business.
For Financial Advisors
We are experts in retirement plan design. We don’t expect you or your clients to know everything there is to know about a complicated industry. Let us bring our expertise to the table so that you can focus on what you do best, providing sound investments. Our keen knowledge of what employers want in a retirement plan means we can deliver to you the superior client service grounded in our expertise.
For Accountants & Attorneys
We understand the value of your client relationships and can work with you to ensure they are managed with skill and experience. We can help you identify tax-planning strategies designed to maximize savings. We will commit our resources and expertise to help provide the customization and superior service you and your clients deserve.
“Our goal is simple. We work hard every day to ensure a partnership with Jordan & Associates will reflect positively on your client relationships.“
As a CPA, trust and experience are extremely important for myself and my clients, particularly in the referral relationships we enjoy. For more than 25 years my clients and I have shared a very positive, trustworthy and deep relationship with Jim Jordan and his firm. Jordan & Associates has provided my clients with high quality, creative and professional service in fulfilling their various retirement plan needs. We look forward to continuing this relationship long in to the future.
Thomas E. Benton—Burr Pilger Mayer, Inc.