Jordan-Taylor Financial

Our mission and philosophy

• Put humanity at the core of financial planning.
• Build genuine relationships and focus on changing clients' lives for the better.
• Provide a safe, judgment-free space to talk about money and the future.
• Lead with innovation by blending modern and traditional financial solutions.
• Act independently so recommendations can center on each client's needs.

Who we serve

Jordan-Taylor Financial works with clients who want to:

• Plan for a secure and confident retirement.
• Preserve and grow the wealth they have built over time.
• Create a plan for the future and the legacy they want to leave.
• Work with an advisor who emphasizes education, transparency and partnership.

Retirement planning

Jordan-Taylor Financial helps clients:

• Clarify their retirement goals and lifestyle.
• Build a strategy aimed at supporting a stable, long-term retirement.
• Coordinate retirement income sources and assets as part of a broader plan.

Insurance planning

The firm includes insurance considerations as part of a holistic plan, helping clients think through how insurance may support their long-term financial security.

Medicare guidance

Jordan-Taylor Financial incorporates Medicare-related questions into retirement planning, helping clients understand how healthcare needs in retirement fit into their broader financial picture.

Tax management

The firm considers tax implications as part of a long-term plan and aims to help clients manage taxes in a way that supports their overall financial goals. Specific tax advice depends on an individual's situation and may involve coordination with tax professionals.

Wealth preservation

Jordan-Taylor Financial focuses on helping clients preserve the wealth they have built, while planning for future needs and the legacy they want to leave.

Planning approach

• Holistic: looks at retirement, insurance, Medicare, tax considerations and wealth preservation together.
• Personalized: plans are tailored to the individual rather than one-size-fits-all.
• Educational: the advisor spends time educating clients so they can make informed decisions about their future.

Office address

• Address: 2600 Wayzata Blvd., Minneapolis, MN 55405

How to reach the firm

• Call or email using the contact details above.
• You can also reach out through the contact options on the website at https://jordantaylorfinancial.com.

Jordan-Taylor Financial serves clients in and around Minneapolis.

Lists Tyler, Boston, and Minneapolis as a location. Names Minnesota and Minneapolis as a service area. Areas beyond these are not published.

Note: Specific office hours and appointment availability are not listed on the website. Clients should contact the firm directly to confirm current availability.

Events

• The website currently lists no upcoming events and notes that visitors should check back again soon.
• When events are scheduled, such as educational sessions or workshops, details will be posted on the website.

Background

• Comes from a family of entrepreneurs who value helping others.
• Was inspired by advice from his grandfather to help as many people as possible in order to be successful in business.
• Worked in campaigning after high school before moving to Boston for college.
• Earned a degree and began a career in high net-worth investing.
• Gained experience at large financial firms, but grew dissatisfied with corporate cultures that prioritized the firm over clients.

Why he founded Jordan-Taylor Financial

Tyler launched Jordan-Taylor Financial to:

• Be fiercely independent in how he serves clients.
• Shift the focus toward humanity in the financial space.
• Build strong relationships and focus on changing clients' lives.
• Create a safe space where clients can plan without judgment or sales pressure.

Client experience

Tyler focuses on:

• Educating clients so they can pursue financial freedom.
• Creating true partnerships with clients based on trust and communication.
• Helping clients in his community thrive in retirement and pursue their dreams.

Ask anyway — the agent will say plainly that it is not published rather than guess.