Gateway Financial Partners

Troy Jordan

Financial Advisor in CT

Build a Strong Financial Foundation

Get Personalized Financial Planning Tailored to Your Unique Goals

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Invest in Your Dreams Goals Future

We Put You First

Our philosophy is centered around personalized financial planning. We believe in taking the time to understand your unique situation so that we can provide professional advice and build a customized financial plan that aligns with your goals.

We start by sitting down with you and conducting a thorough analysis of your finances, goals, and aspirations. From there, we develop a customized plan that takes into account your risk tolerance, investment preferences, and timeline for working towards your objectives.

Our team is committed to staying on top of the latest industry trends and changes in tax, estate, and social security laws, so we can provide you with the most up-to-date and accurate advice. We understand that life can be unpredictable, which is why we take a proactive approach to financial planning, regularly assessing your progress and making adjustments to your plan as needed.

At our firm, we believe that financial planning is personal, and we take great pride in getting to know our clients and helping them pursue their financial goals. Whether you’re planning for retirement, saving for a child’s education, or looking to grow your wealth, we’re here to help. Contact us today to learn more about our personalized approach to financial planning.

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Our Services

Investment Planning

Offering education on various investment options available to you.
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Investment Planning

Investment planning is an essential part of working toward your long-term financial goals, and our team can help you navigate the complex world of investments.

We take a collaborative approach to investment planning, leveraging the qualifications we hold to create a comprehensive investment strategy that is tailored to your specific needs. Our team will start by getting to know you, your investment objectives, and your risk tolerance to create a customized investment plan.

We work together to recommend a diversified portfolio of investments that align with your goals and risk tolerance. We take a holistic view of your financial situation and consider all investment options, such as growth stocks, equity mutual funds, and index funds, to create a well-rounded portfolio that can work together to pursue your investment objectives.

We believe that ongoing communication and monitoring are essential to successful investment planning. As such, we will regularly review your portfolio and strive to ensure that it remains aligned with your investment objectives and make adjustments as necessary to respond to market fluctuations.

Our team is committed to providing you with the highest level of service and advice. By partnering with us for investment planning, you can benefit from our collective knowledge and experience, as well as the personalized attention and support that comes with working with a team.

Insurance

Provide a range of strategies to prepare you, your family, and your assets, from life insurance to long-term care.
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Insurance

We provide guidance on a wide range of insurance products including life insurance, disability insurance, long-term care insurance, and liability insurance. We help you choose the right coverage based on your individual needs and goals. We also review your policies on a regular basis to ensure they are up to date and provide the coverage you are looking for.

Social Security and Retirement Income Planning

We can help you maximize your Social Security benefits and create a comprehensive retirement income plan that takes into account your lifestyle, expenses, and future financial goals. We assist you in navigating retirement account options and provide guidance on withdrawal strategies that seek to minimize taxes and seek to maximize your retirement income.

Wealth Management

Provide personalized strategies to help individuals and businesses manage their finances effectively.
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Wealth Management

Our wealth management service offers a comprehensive approach to managing finances that can help individuals and businesses pursue financial freedom. Our service includes investment choices, insurance protection, and effective money management approaches to manage savings on a daily basis. We provide a range of strategies, such as tax planning, succession planning, and financial planning for business owners, to help clients develop personalized financial plans that align with their long-term goals. Our approach focuses on the unique needs and circumstances of each client to provide tailored financial advice and guidance.

Asset Allocation

Help you develop a customized investment strategy that is aligned with your goals and risk tolerance
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Asset Allocation

I can assist you in developing a customized investment strategy that is aligned with your goals, risk tolerance, and time horizon. I can help you allocate your assets across different asset classes, such as stocks, bonds, and alternative investments, to work toward the right balance of risk and return. I can also monitor the performance of your portfolio, make adjustments as necessary, and provide regular reports to keep you informed.

Business Succession Planning

Plan & prepare the distribution of your assets in accordance with your wishes
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Business Succession Planning

Our business succession planning service provides a comprehensive approach to address the potential devastating effects of the death of a partner or major stockholder in a business, both for the business and the surviving family. We understand that the business may require control of the deceased partner's interest at a fair price to ensure continuity, while the family members may need maximum financial compensation for their interest in the business and for estate settlement purposes. With a tailored plan that considers the unique needs and circumstances of each business owner, we work closely with our clients to develop strategies that transfer ownership, seek to minimize taxes, and seek to safeguard the future of the business, providing confidence to business owners and their families.

Our Process

Financial Planning Assessment

We will start by assessing your total financial planning needs, taking into account your goals and milestones such as major purchases, marriage, children, education, dreams, and retirement. This step is crucial for understanding your unique needs and developing a plan that aligns with your goals.

Customized Goals and Wealth Creation

With your goals in mind, we will work together to define customized short and long-term goals that align with your unique needs and help you select the right financial products and services. We will also develop a plan that provides income replacement and asset protection in the event of disability, critical illness, or death, while focusing on wealth creation.

Ongoing Financial Management and Review

We believe that ongoing financial management strategies are crucial for ensuring that your plan meets your changing needs. Our team will continually monitor your plan to ensure it remains aligned with your goals and make adjustments as necessary. We provide regular reviews and updates to ensure that your plan remains relevant to any changes in your financial situation, goals, or milestones. We will also identify roadblocks or gaps that might impact your financial planning strategy, and make adjustments as necessary.

More Than a Financial Advisor

Troy Jordan

Financial Advisor

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About Troy

With more than two decades of experience serving both individuals and businesses in the area, my main objective is to assist clients in gaining a comprehensive understanding of financial management fundamentals and offer swift, hassle-free access to market performance data. I believe that adopting a tailored approach to financial planning is crucial in attaining a confident financial future.

I possess the qualifications and licenses necessary to offer a diverse range of investment and insurance products, and I am dedicated to building enduring relationships with my clients. By helping clients evaluate their financial objectives and actively participate in managing their finances, I strive to provide the necessary support and guidance to make informed decisions.

An advantage of working with me is my capacity to provide transparent and easily comprehensible explanations of financial products and services. I recognize that the financial landscape can be intricate and daunting, and I am available to offer guidance through it. I eagerly anticipate the opportunity to work with you and help you pursue your financial goals.

Insights & Market Commentary

FAQ's

A financial advisor is a professional who helps clients manage their finances, investments, and wealth. They offer personalized advice and guidance based on their clients' financial goals and needs. Financial advisors can provide services such as retirement planning, investment advice, tax planning strategies, estate planning strategies, and more.

Hiring a financial advisor can be beneficial for those who need help managing their finances, planning for the future, or making investment decisions. Financial advisors can provide professional advice and guidance to help clients pursue their financial goals and make informed financial decisions.

When looking for a financial advisor, using BrokerCheck can provide valuable information about the advisor's background, including their employment history, registration status, and any disciplinary actions or customer complaints. By using BrokerCheck, investors can make informed decisions about which financial advisor to work with and avoid potential fraud or misconduct.

Financial advisors can offer a wide range of services, including retirement planning, investment advice, tax planning strategies, estate planning strategies, risk management, and more. The specific services offered may vary depending on the advisor's experience and qualifications.

As an independent financial advisor, we believe in developing a diversified investment portfolio that aligns with clients' long-term financial goals and risk tolerance. We review and rebalance portfolios regularly and provide education to help clients understand their investment strategy. During times of market volatility, we stay in close communication with our clients to provide guidance and support. By taking a strategic, long-term approach, we help our clients pursue their financial goals despite market fluctuations.

 

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Frequently Asked Questions

We understand that managing your finances can be a daunting task, and that’s why we’re here to help. As experienced professionals in the financial industry, we are committed to providing our clients with personalized advice and guidance to help them work toward their financial goals. In this section, we’ve compiled a list of frequently asked questions to help you understand what a financial advisor is, how we can help you, and what to expect when working with us. We hope this resource will provide you with valuable information and help you make informed decisions about your financial future.

Invest in Your Future

Start Building Your Path to Financial Freedom

We will work with you to create a personalized financial plan that addresses your unique needs and goals. We offer a wide range of financial products and services, including retirement planning, estate planning, wealth preservation, insurance, and more. Whether you’re planning for retirement, seeking to protect your assets, or investing for the future, we’re here to help you navigate the complex world of personal finance with confidence. Don’t wait to start building your path to financial freedom – contact us today to learn more about our services.

Our Location

Gateway Financial Partners
10 Helena Drive
Cromwell, CT 06416
(860) 677-8355 ext. 110
tjordan@mygfpartner.com

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