Poeple for people
Established in 1997, Jordan Huebner is a Singapore-based independent financial advisory firm committed to provide quality financial planning and consultancy services to our clients. We started off as insurance brokers and moved on to financial advisory after Financial Advisory Act came into effect in 2002.
We have a good-sized team of about a dozen dedicated consultants with diverse backgrounds and experience. Many of us are veterans in the financial planning industry, some with over 20 years of relevant experience. Our team includes holders of the distinguished Certified Financial Planner(CFP) certification and members who have consistently qualified for the prestigious Million Dollar Round Table.
At Jordan Huebner, we appreciate that every client is unique. Our goal is to understand your individual needs and risk profiles, then work out a customized solution that best fits your requirements.
Our expertise covers the comprehensive range of services including risk management, investment planning, estate planning, education funding, retirement planning and tax management.
Because we are not tied to any one service provider, we are independent and therefore able to offer the best-of-breed solutions from a vast portfolio of local and global services to our customers.
We are committed to helping people achieve better control over their finances and life goals.
Courtesy posting by NextLifeBook.com