Start Your Financial Future Today

Jordan Financial, MD is a leader in financial services for individuals and businesses in the Washington Metropolitan Area. With over 35 years of experience, we are able to construct with you a strategy that satisfies your needs and obtains your goals. Whether you are a business owner looking for retirement plan consultation or an individual searching… Read more »

Employer Open Enrollment Responsibilities

Health insurance companies offer group participants a limited amount of time each year to make changes to their group health plan. That period of time – typically one to two months per year, is called “open enrollment.” Why open enrollment? Open enrollment periods are important for helping to control an insurance industry phenomenon called “adverse selection.”… Read more »

Children’s Art Friday Nights

Children are our future and we at The Jordan Group know this. Every Friday in June Abrakadoodle will be hosting Children’s Arts night at the Hobby Lobby starting at 6 PM and ending at 7 PM. These classes are intended for children between the ages of four and eight. The cost of the night is… Read more »

Group Benefits that work

The Jordan Group has been helping Business owners in teh MD and DC area make tough choices. Protecting your employees important and you should trust that task to only the most experienced professional. Here is our philosophy on how we will help you and your organization save time and costs: Key Alliances Our extensive resources… Read more »

Bill Jordan – President of The Jordan Group

William J. Jordan Sr., President Mr. Jordan is the Founder and CEO of  The Jordan Group, MD. He has more than 20 years of experience in the fields of Employee Benefits Planning, Financial Planning, Retirement Planning, and Family Legacy Planning. He is a member of Highcap Financial, the largest group of independent life insurance professionals… Read more »

There is no one solution for everyone

Now that your current financial picture and goals are clear, we move into the development phase of your plan. This is where the information obtained in the discovery phase is meticulously examined. Your balance sheet, cash flow statement, estate documents and supporting documentation are carefully reviewed and analyzed. Additionally, we rely on our strong strategic… Read more »

Case Study-Multiple Owner Buy/Sell Agreement

 The Problem:  A large and successful business has 17 owners all with a varying degree of ownership. Ten years ago they established a buy/sell agreement and funded it with variable universal life contraacts. Today those contracts have an annual premium in excess of $435,000 with cash values at approximately $1,900,000. The CFO for the company… Read more »

Thank you The Jordan Group

“Bill, has tremendous insights concerning employee benefits as well as the needs of a company’s executive team in terms of personal financial planning. I have seen him work with Human Resources professionals to design benefits plans that have reduced costs while increasing employing understanding of those benefits. I highly reccomend Bill as a talented professional… Read more »

Business Insurance 101

Shopping for business insurance doesn’t have to be a daunting task.  Sure, the terminology and general language can seem foreign to those never dealing with it before, or even having some experience. One easy way to break it down to the basics is to remember all business insurance covers one of four things; liability, property,… Read more »