Edward J. Jordanich
When clients and friends learn that I went to law school and practiced law for several years, they sometimes ask me for legal advice concerning a situation in their lives or in the life of someone they care about.
My law license is inactive now so, of course, I can't and don't provide legal advice-- but these conversations usually lead into a good discussion about how I approach my financial advisory practice.
The first thing students are taught in law school is to focus on the facts. That's what I try to do when giving financial and investment advice to my client s or when meeting with prospective clients for the first time. If we can have a good discussion and reach agreement on someone's financial profile, we can move on to talk about risk, savings, spending, inheritance and anything else that may affect their financial future. This will provide a foundation for agreeing on a strategy for that individual (or family or small business) that fits the facts of their situation. Then, and only then, can we begin to choose specific investments that fit the profile and goals we've agreed upon.
One of the biggest challenges for investors today is the dramatic increase in financial and investment information. Print media, websites, and business channels have flooded us with news and commentary. I try and help busy people make sense of these often confusing messages...and then we work together to manage their finances and investments in a way that enhances their quality of life and confidence.
Registered Client Services Associate
I joined The Jordanich Group in 2017, I have 17 years of administrative experience with 14 of the years working in the investment industry. I will provide you a high level of service, answer administrative questions, help prevent or resolve account issues, and generally offer assistance with questions regarding your account. I am the first person you will call if you have any service questions about your accounts or paperwork. My goal is to provide you the best service possible. My passion is spending time with my grandchildren.