We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

In an increasingly complex world, are you seeking simplicity?

All people have a specific set of values and principles they choose to live by. While it may seem like a daunting task, managing your financial affairs with confidence and clarity can be an achievable reality.

Many people I serve desire the following 6 priorities:

  1. Understand my situation
  2. Educate me
  3. Respect my assets
  4. Find and Solve My Problems
  5. Monitor my progress
  6. Keep in touch

I strive profoundly to achieve those goals and better align your wealth and comprehensive financial picture. As you sort through the maze of life’s challenges and choices you will know that you have someone devoting themselves at every step to your objectives.

You may be asking questions such as:

  • How do I gain a better understanding of my financial position?
  • How do I gain confidence with the financial decisions I am making?
  • What am I trying to accomplish with my money?
  • How do I determine my personal investment objectives?
  • How do I ensure my assets are keeping pace with the true rate of inflation?
  • How do I minimize my tax exposure today and well into the future?
  • In dollars, how much money do I need today to live the life I want to live in the future (inflation adjusted)?

Discover how Jordan Niefeld’s extraordinarily personalized approach to financial planning and management can help you on the road to a life well live.

*Raymond James does not offer tax advice or services. You should discuss any tax or legal matters with the appropriate professional.

No matter what stage of life you’re in, we can help you achieve the security and freedom to pursue the things that matter most to you. Your journey begins now. Let us help you get on your way.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.