“As an accountant, many people might assume that I have a great understanding of my personal finances, investing and estate planning. The truth is, I didn't until I started working with Jordan and Davlyn Financial. These are things I stress the importance of to all my clients but, like most people, I honestly had no interest in it myself. Jordan has been an amazing resource and almost like a coach. Before we make any decision he takes the time to educate and explain the options, the pros and cons. Once we make a decision, he constantly follows up and makes meetings to make sure that we are on track to achieve my goals and that our plan is still working for me.
Anyone who thinks that this stuff is complicated, well it is, but it doesn't have to be for you. Jordan has made the whole process very simple and effortless and the comfort I get from knowing I have him in my corner is priceless. I have and will continue to recommend both Jordan and Davlyn to all my friends, family and clients as I have the utmost faith and trust in their ability to not only serve but also to help coach, guide and teach me along the way.”