wiseradvisor

Jordan  DeBoer, AWMA®
Calibration Financial

Tel: 320-362-6002
210 2nd Ave SW
Ste 105
Milaca, MN 56353

Objective Wealth Management

Calibration Financial | Financial Advisor in Milaca ,MN

About Calibration Financial

As an independent RIA, Calibration Financial is focused on providing families and their businesses with an objective approach to their financial wellness, regardless of asset levels or stage of life. Specializing in financial planning, I believe you need to understand where you've been and where you're at today before you attempt to implement solutions for your personal and financial goals.

Along with providing tools such as your own personalized financial portal and values aligned investment models, my approach is to provide education and resources to support you in achieving your goals.


General Information

Firm Start Year:   2019
No.of Employees:   1
Number of Years with Current Firm:   1
I work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Financial Planning for Individuals, Wealth Management, Financial Planning for Businesses


Services

Investment Types:   Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, Via Phone, Video Conference, At your home, At your office


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $0
Compensation Methods:   Flat Fee, Hourly, Based on Assets
Additional Details on Charges:   I offer multiple fee structures, depending on the services you need. Current fee information is available on my website at: https://www.calibrationfinancial.com/services/summary-of-fees/
Minimum Fee Charged for Managed Accounts:   $0
Minimum Fee Charged for Hourly Planning Accounts:   $115/hour


Board Positions

Organization:  Global Connection International  Lafayette, CO
Position :  President's Council
Duration :  12/2016-Currently holding

Organization:  Milaca Parks Commission  Milaca, MN
Position :  Parks Board
Duration :  05/2019-Currently holding

Organization:  Milaca Area Chamber of Commerce  Milaca, MN
Position :  President
Duration :  02/2020-Currently holding


Education

Bachelor of Science - Business  Colorado Christian University - Lakewood, Colorado
08/2007-05/2010



Faqs

  • What are your qualifications? What is your education background? "You can't really know where you are going until you know where you have been" -Maya Angelou I utilize a modified-cash flow and goals development planning strategy for clients. Each client is taken through a detailed data discovery session as we start to design their financial plan - this entails diving into the past and present details of your finances. Once we have the foundation of data, we will focus on your goals; what you want to achieve in the future and what you want to do along the way should have some structure. Together we'll determine what's working well for you right now and work to implement solutions where change is needed. Your plan is dynamic though, and not meant to be some printed copy that sits on your bookshelf collecting dust. Because we'll likely be interacting around a dozen times each year, we can stay on top of the changes you'll go through in life.
  • What are your qualifications? What is your education background? "You can't really know where you are going until you know where you have been" -Maya Angelou I utilize a modified-cash flow and goals development planning strategy for clients. Each client is taken through a detailed data discovery session as we start to design their financial plan - this entails diving into the past and present details of your finances. Once we have the foundation of data, we will focus on your goals; what you want to achieve in the future and what you want to do along the way should have some structure. Together we'll determine what's working well for you right now and work to implement solutions where change is needed. Your plan is dynamic though, and not meant to be some printed copy that sits on your bookshelf collecting dust. Because we'll likely be interacting around a dozen times each year, we can stay on top of the changes you'll go through in life.
  • How do you charge for your services? Financial plan design, ongoing wealth management, and standalone values-aligned investment management.
  • How do you charge for your services? Financial plan design, ongoing wealth management, and standalone values-aligned investment management.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? Yes, aside from partnering with your existing professional relationships, such as your CPA or Attorney.
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Disclosures

Calibration Financial, LLC (DBA Calibration Financial) is a registered investment advisor (RIA).

Jordan  DeBoer

Jordan  DeBoer

AWMA®

I enjoy the opportunity to educate my clients about their financial picture from an objective perspective and provide an accountability partner to support them in establishing their goals and implementing solutions. Ongoing education is important to me too, which is why I have achieved the Accredited Wealth Management Advisor designation from the College for Financial Planning and am currently completing courses for my next designation.

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My Services

Financial Planning for Businesses

Regardless of the stage your business is in, you have a lot to consider when it comes to planning for your company. There is the future operations of the business (business succession planning and business overhead insurance), employee benefits (retirement plans such as SEP's, SIMPLE's, and 401(k)'s and health benefit options like HSA's and QSEHRA's), and of course, equity compensation options (such as stock options). Those are just a few of the ideas that are available when it comes to planning how to successfully grow your business and keep the cash flow moving.


Financial Planning for Individuals

Financial plans are for everyone. Regardless of your present phase, organization and accountability provided by a plan will support you working towards your goals. Lifestyle plans provide everything from data on retirement cash flow, disability income needs, college savings, or even building your first budget.


Investment Advice & Management

There are numerous investment methodologies implemented today. My job is to help you understand what options fit your needs and implement a portfolio that aligns with your values.


Communities Served

Central Minnesota North Twin-Cities Metro
Milaca Ogilvie
Princeton Foley
Gilman Mora
Braham Onamia
Hillman Cambridge
Zimmerman Sauk Rapids
Isanti Big Lake
Isle Becker
Pierz Saint Cloud
Clear Lake Saint Francis
Royalton Sartell
Elk River Bethel
Monticello Pine City
Waite Park Clearwater
Garrison Maple Grove

Compensation Arrangements

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