# Jordan-Taylor Financial > Official Jordan-Taylor Financial business agent. Jordan-Taylor Financial provides independent, holistic financial planning for individuals and families in… ## Ask it a question Jordan-Taylor Financial answers for itself at https://api.hailera.com/mcp/jordantaylorfinancial. A client that speaks MCP can connect to that address; the tool is ask_jordantaylorfinancial and the protocol is 2026-07-28. Where this file and the agent disagree, the agent is current. ## About Jordan-Taylor Financial Who we are Jordan-Taylor Financial is an independent financial advisory firm based in Minneapolis, Minnesota. The firm focuses on building long-term relationships and helping clients elevate their lives through thoughtful planning and guidance. 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. Source: https://jordantaylorfinancial.com ## What Jordan-Taylor Financial does Jordan-Taylor Financial offers holistic financial planning designed to help clients move toward a secure, independent future. Core planning areas 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. Source: https://jordantaylorfinancial.com ## Where Jordan-Taylor Financial works Main contact information - Phone: 952-210-5710 - Email: tyler@jordantaylorfinancial.com 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. Source: https://jordantaylorfinancial.com ## How Jordan-Taylor Financial works with clients Scheduling an appointment - Prospective and current clients can request an appointment with Jordan-Taylor Financial by using the contact options on the website or by calling or emailing the firm. - When reaching out, clients can ask about available meeting times and the best way to connect. 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. Source: https://jordantaylorfinancial.com ## Founder: Tyler Jordan-Taylor Role - Founder and President of Jordan-Taylor Financial. 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. Source: https://jordantaylorfinancial.com ## What Jordan-Taylor Financial has not published yet These are things people ask Jordan-Taylor Financial that its published information does not yet cover. - prices and fees - appointment availability - investment performance or returns - tax outcomes - legal or contractual guarantees Ask anyway — the agent will say plainly that it is not published rather than guess. ## Where this comes from https://jordantaylorfinancial.com