Business Owners
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Jordan Alborn
Financial Advisor
CFP®, BFA™
Ameriprise Financial Services, LLC6919 Chancellor Dr Ste A, Cedar Falls, IA 50613
Broker Affiliation: Ameriprise Financial Services, Inc.
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives
Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I partner with individuals, families, and business owners to create values-based financial strategies that provide clarity, confidence, and long-term peace of mind. With nearly two decades of experience, I have a particular passion for working with business owners, helping integrate personal and business planning into a cohesive strategy. I am committed to building collaborative, lasting client relationships through deep understanding, thoughtful insight, and discernment.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.