Jordan Brill
Jordan enjoys helping individuals navigate the complexities of retirement planning and achieve financial security as not just a profession, it's a personal mission. He specializes in guiding retirees and those approaching retirement toward a future of confidence and tranquility. Whether it's maximizing retirement savings, generating sustainable income streams, or navigating the complexities of Social Security and Medicare, Jordan provides comprehensive guidance every step of the way.
What sets Jordan apart is his unwavering dedication to serving clients' best interests. He understands the importance of trust and transparency in financial advisory relationships, and he prioritizes open communication and tailored solutions to meet clients' evolving needs.
In addition to his role as an investment advisor, Jordan is committed to empowering retirees with knowledge and confidence. He hosts educational workshops, seminars, and webinars on retirement planning topics, equipping clients with the tools and insights they need to make informed decisions about their financial future.
In Jordan’s down time, he finds joy in spending time with his wife Sklyar and cherishing moments with his two children, Jaxson and Payton, and their beloved dog, Bud. He is an avid Husker football & Duke basketball fan, golfer, self-proclaimed BBQ genius, and enjoys traveling to beach destinations.
Whether you're dreaming of traveling the world, spending more time with family, or pursuing lifelong passions in retirement, Jordan is dedicated to helping you achieve your vision with confidence and clarity.
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¹https://www.ssa.gov/policy/docs/quickfacts/stat_snapshot/
²https://www.ssa.gov/oact/quickcalc/earlyretire.html
³https://www.ssa.gov/benefits/retirement/planner/delayret.html
⁴https://www.ssa.gov/benefits/retirement/planner/taxes.html
⁵https://www.cnbc.com/2021/09/01/americans-are-behind-on-retirement-savings-heres-how-to-get-on-track.html
⁶https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs
⁷https://www.federalreserve.gov/publications/2021-economic-well-being-of-us-households-in-2020-retirement.htm
Advisory Services Offered Through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. Trinity Financial Group and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22219 - 2022/9/13
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Trinity Financial Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.