Concierge Financial Advisor Services
Have you ever had questions about your 401(k), life insurance, or even how to budget for life's everyday activities?
Not everyone likes talking about or thinking about financial planning. I get it! If you are sick, you go to a trained doctor. Need legal advice? Educated lawyer. If you aren't licensed and trained in financial planning, why do it yourself?Contact me for a complimentary financial review. I assist families and businesses with retirement planning, life insurance, and everyday budgeting needs.

Are you or someone you know dealing with Medicare questions? Ask me!

Does your business need help with benefit packages or a 401(k) review? Ask me!

Jordan Ray

(205) 837-3243
Contact Information
Offer Valid: August 19, 2019August 1, 2025
Hoover Area Chamber of Commerce