Jordan R. Bain, MBA, ChFC - Paragon Financial Group

I have been a Financial Advisor since 1992 and have the privilege of working with many other financial professionals at Paragon Financial Group who focus on many different areas of financial services.  Chief among these are Asset Management Strategies, Financial Planning, Estate Planning Strategies, Executive Benefits, Group Benefits, Qualified Plans, and Retirement Benefits.

MY MISSION

I am committed to building long-term relationships with my clients and my community.  I strive to help my clients by offering tailored strategies that are designed to help them prepare for their future. I have the tools and knowledge needed to develop and implement a personalized financial strategy.

MY PROCESS

I meet with my clients to ensure that I understand their needs and their complete financial situation before making recommendations.  I get to know my clients and their family to understand their financial goals and needs so that I can provide a complete financial review.  Then, with a complete understanding of the client's unique financial situation, I will review his financial recommendations with the client.

MY PLATFORM

Through Massachusetts Mutual Life Insurance Company (MassMutual) and its many affiliates, I have access to a broad range of financial products and services.  This allows me to put my clients at the center of the financial strategy process.  To ensure that my clients are comfortable with strategy and product choices, I work collaboratively with them through each step of the process.  That participation is vital to the creation, implementation and success of their financial strategy.

IN MY WORDS

I live by a few simple rules.  Be honest.  Respect others.  Deliver what you promise.  Never take anything or anyone for granted.  Finally, never forget the importance of a genuine "Please" and "Thank You."

I regularly invest in my education and pass that education on to my clients so financial decisions are knowledge-based, not trendy.  My affiliation with other well-respected financial professionals at Paragon Financial Group and MassMutual complements my efforts by allowing me to get even the most complicated questions answered quickly and professionally.

To stay on top of my field and develop my professional skills, I have continued to educate myself.  I have a BA in Liberal Arts from Trinity College in Hartford, Connecticut, an MBA in Finance from The University of Illinois and I have achieved the Chartered Financial Consultant (ChFC) designation from The American College in Bryn Mawr, Pennsylvania.

MY LIFE

 I live in Montgomery with my wife Anne and our four children, Julianne, Michael, Catherine, and Spencer.  I am a member of the Financial Planning Association, the Society of Financial Service Professionals, and The National Association of Insurance and Financial Advisors.  I volunteer with ProKids whose vision is to provide a safe, permanent and nurturing home for every child.

WHAT'S NEXT

E-mail me directly at jbain@financialguide.com or call me at 513-698-1318 to arrange a personal consultation.  I'll help you pinpoint your specific financial goals, needs, and concerns.  Then, based on the objectives you identify, I'll help create a customized strategy for you.

I look forward to hearing from you soon.  Let's start working for your future today!