Stephanie Jordan

Tel: (303) 714-4726
8055 East Tufts Avenue Suite 1400
Denver, CO 80237

Keeping You On Track

Next Generation Wealth Systems | Financial Advisor in Denver ,CO

About Next Generation Wealth Systems

As president and owner of Next Generation Wealth Systems, I
have over 20 years of experience providing practical advice
for individuals, business owners, and special needs families.

I am a registered representative and investment advisor
representative of Lincoln Financial Advisors Corp., a broker-
dealer (member SIPC) and registered investment advisor
offering insurance through Lincoln affiliates and other fine
companies. Lincoln Financial Advisors is a preeminent fee-
based financial planning firm with prodigious experience in
asset management, business continuity and wealth transfer
strategies. We provide clients with fee-based retirement,
estate and business succession planning, as well as related
estate tax, investment and insurance strategies.

Lincoln Financial Advisors is a division of the Lincoln
National Corporation, a prominent financial services company
dedicated to helping clients build, preserve and protect
wealth. This affiliation helps provide depth, stability and
significant resources to our clients.

Our name and reputation have been built on servicing each
client as if he or she were our only client. The personal
attention we provide is one of the primary reasons that many
of our clients become partners for life.

We believe in Service - First, Last and Always (SM). We
believe long-term relationships are more important than short-
term gains, and will never sacrifice the former for the
latter.

Next Generation Wealth Systems is not an affiliate of Lincoln
Financial Advisors Corp.
CRN-1992851-011118

20 Years of Experience



General Information
Firm Start Year:   1993
Insurance License#:   20323
Name of Broker/Dealer:   Lincoln Financial Advisors
States Licensed in:   Colorado, Florida, Idaho, Kansas, Montana,
New York, Oklahoma, Tennessee, Texas, Virginia,
Wyoming
Number of Years with Current Firm:   9
Work Experience:   I have 20+ years experience in offering practical advice, counseling, and educational programs.
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Special Needs Families , Businesses


Services
Investment Types:   Alternative Investments , Mutual Funds , Bonds , Stocks , Annuities , Insurance , Commodities , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via phone , At my office , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Health , Variable Life , Long Term Care , Variable Annuity , Life , Annuity , Accident
Financial Organization Memberships:   National Association of Estate Planners & Councils (NAEPC)


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   100000
Compensation Methods:   Based on Assets , Flat Fee , Commissions


Board Positions
Organization:  STAR-Denver
Position :  Past Board Member
Organization:  The Denver Foundation
Position :  Past Professional Advisor's Council
Organization:  YMCA
Position :  Financial Development Committee

Education
Bachelor of Journalism - Advertising  University of Nebraska at Lincoln
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FAQs

  • What is your approach to financial planning? Clear objectives and expectations. Holistic - coordinates tax reduction strategies, legal and financial issues. Written - observations, recommendations, and meeting summaries. Measurable - real-life concepts in straight-forward language. In other words, results. We put your plan into action. My counseling has been described as knowledgeable, educative, sincere, and compassionate.
  • What services do you offer? Fee-Based Financial Planning, Business Owner Planning, Business Succession and Exit Strategies, Estate Planning, Special Needs Planning, Highly Compensated Employees and Sales People, Financial Independence and Retirement Planning, Investment Planning with a mathematical and scientific methodology, Personal Risk Management, Tax Reduction Strategies, Advising, Counseling, Speaking.
  • Will you be the only person working with me? Acting as your advocate and main contact point, I coordinate and collaborate with your other advisors i.e. accountant and attorney, acting as a catalyst to get things done. My experienced team and tested tools also serve as a resource.
  • How are you compensated? How will I pay for your services? I am compensated two ways: 1) Written Strategic Plan - flat fee. In addition, I will host meetings, phone calls, and presentations for a full year. Based on net worth and complexity of situation. Update services also available. 2) Implementation of Your Financial Plan: Financial Products. Cost usually paid through product.
  • How much risk should I be willing to take? We believe our clients should be adequately compensated for their risk. We provide Engagement Proposals for new financial planning clients to quantify our fee. Our investment recommendations are mathematically based. We review the economics of financial products.
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Stephanie Jordan

Stephanie Jordan

LUTCF

Biography


Coordination is a key component in integrating tax, legal and financial strategies. As a fee-based advisor, my tools, resources, knowledge, and experience are encapsulated in a written financial strategy. This establishes a picture for each of my clients. We then implement this strategy by coordinating all the pieces of the financial "puzzle" to match this customized picture.

Acting as an advocate, I represent my clients in the financial product marketplaces, making sure these products are competitive and ensuring they fit into the strategy. I get hired to bring creative design ideas to the table in the areas of Business Succession, Business Owner Planning, Highly Compensated Individuals, and Special Needs. I coordinate and collaborate with other advisors, acting as a catalyst to get things done. In other words, results.

My counseling has been described as straight forward, respectful, educative, sincere, and compassionate.

I CAN BRING CLARITY TO THE COMPLEXITY OF YOUR FINANCIAL PICTURE, CUSTOMIZE A WRITTEN STRATEGY, IDENTIFY COORDINATION GAPS, AND INCREASE THE PROBABILITY OF YOUR FINANCIAL SUCCESS.

IF YOU ARE FEELING OVERWHELMED BY YOUR FINANCES, BUSINESS GROWTH AND/OR SUCCESSION, TAX IMPLICATIONS OF BEING HIGHLY COMPENSATED, OR WORRIED ABOUT THE CARE AND FINANCES OF A SPECIAL NEEDS FAMILY MEMBER, PLEASE ASK ME ABOUT MY "NO OBLIGATION" ENGAGEMENT PROPOSAL.

Neither Lincoln Financial Advisors nor its representatives offer legal or tax advice. You may want to consult a legal or tax advisor regarding this information as it relates to your personal circumstances.
CRN-1852896-072117

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My Services


Financial Advice & Consulting

A comprehensive wealth management plan encompasses five critical areas of financial planning: 1) Financial Independence, 2) Investment Planning, 3) Personal Risk Management, 4) Estate Planning, and in some cases 5) Business Owner Planning.


Retirement Planning

Are you okay? Are you wondering how to transition out of the rat race to the next phase in your life? We have tools to model whether 1)you're on track for a "comfortable retirement", 2) you can maintain your lifestyle, and 3) you you have enough money for as long as you live.


Education Funding & Planning

Paying for a child's college education is an expensive proposition - but not an impossible one. With the right strategies, you can go a long way to meeting this challenge whether your child is still in preschool or already in high school.


Communities Served

Arvada Aurora
Brighton Broomfield
Castle Rock Commerce City
Conifer Denver
Elizabeth Englewood
Franktown Golden
Henderson Indian Hills
Kittredge Littleton
Lone Tree Morrison
Parker Westminster
Wheat Ridge

Office Hours

wiseradvisor-balck-li-img Mon. 7:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 7:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 7:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 7:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 7:30 AM - 5:00 PM

Compensation Arrangements

Check

Awards & Recognitions


Five Star Award* Top Wealth Managers-5280 Magazine
(2011)

Recognizes Wealth Managers who provide top service to their clients. *The Five Star award is based on 10 objective eligibility and evaluation criteria, including a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.


Five Star Award* Top Wealth Managers-5280 Magazine
(2013)

Recognizes Wealth Managers who provide top service to their clients. *The Five Star award is based on 10 objective eligibility and evaluation criteria, including a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.


Five Star Award* Top Wealth Managers-5280 Magazine
(2014)

Recognizes Wealth Managers who provide top service to their clients. *The Five Star award is based on 10 objective eligibility and evaluation criteria, including a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.


Five Star Award* Top Wealth Managers-5280 Magazine
(2015)

Recognizes Wealth Managers who provide top service to their clients. *The Five Star award is based on 10 objective eligibility and evaluation criteria, including a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.


Five Star Award* Top Wealth Managers-5280 Magazine
(2016)

Recognizes Wealth Managers who provide top service to their clients. *The Five Star award is based on 10 objective eligibility and evaluation criteria, including a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

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