R. Jordan Tanner. B Mgmt, RHU
Estate and Insurance Advisor
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Jordan specializes in providing our corporate and personal clients with wealth optimization solutions and tax-efficient estate structuring. Clients that generally get the most out of working with Jordan include successful business owners, high income professionals/executives, and other high net worth familities and retirees.
Working collaboratively with our team as well as accountants, lawyers, underwriters, actuaries, and other specialized consultants; Jordan helps to deliver customized structures focused in the areas of corporate tax reduction, estate liquidity & preservation, guaranteed retirement income, business succession & family equalization - that meet our clients' unique and diverse goals.