Jamel Gordon CFP® explains how you can build wealth while

Miami, Florida, Feb. 25 28, 2022 (GLOBE NEWSWIRE) — The passing of a loved one is a delicate time as families take the time to pay their respects and carry out the wishes of loved ones. According to a 2021 Gallup poll, less than half of American adults have a will. In the event of your death, your will directs the disposition of your financial assets and property to your loved ones. An estate plan includes a will and provides a proper plan so your loved ones don’t find themselves in a stressful and emotional situation trying to figure out what your intentions were. Careful estate planning can help amplify your wealth while alleviating anxiety and avoiding chaotic choices that take time for all parties.

It’s an approach shared by the professionals and financial planners at Provenance Wealth Advisors. The team offers comprehensive financial planning to successful business owners and retirees with little time or knowledge to create and implement it. Leveraging their team’s multi-disciplinary knowledge and experience in income, estate, investment and business planning helps provide their clients with fresh perspective and insights while devising a plan to manage their personal and professional affairs.

Jamel Gordon CFP®, a seasoned professional financial planning firm CERTIFIED FINANCIAL PLANNER™ Provenance Wealth Advisors, prioritizes this estate planning approach to meet their client’s specific needs with personalized planning. He also makes sure to understand the life, family and professional needs of each client. This personalized and proactive approach allows her clients to be heard and to identify the best solutions, because everyone has complex lives and various solutions to meet these needs.

“One of the biggest mistakes in estate and trust planning is selecting the wrong trustee.” Jamel Gordon CFP® shared. “The chosen trustee must be prepared to commit the time and resources necessary to achieve the client’s estate plan objective. They must also guarantee to meet the best interests of the trust and its beneficiaries.

What gives Provenance Wealth Advisors a head start is its comprehensive and personalized approach. Jamel and Provenance support their clients with a comprehensive estate planning program that encompasses all the traditional elements into one. Gordon also provides personalized attention to each client to ensure that their specific estate and trust planning needs can be met.

This approach helps eliminate common estate planning mistakes, such as choosing the wrong trustee and not funding the trust. This in turn could accidentally trigger probate action and tax exposure. “Our unique holistic and personalized approach helps ensure the most effective estate plan possible. This allows for a seamless transfer of assets to your heirs, just as you intended. »

With the help of a holistic financial plan that includes estate planning, individuals can be sure that there are no gaps in their estate and that their will is executed. To take the first step on your journey to planning your estate and growing your wealth, contact [email protected]

About Jamel Gordon CFP®

Jamel Gordon CFP®, Financial Advisor at Provenance Wealth Advisors, properly crafts each investment and financial plan to meet the specific needs of each of his clients with personalized planning. As an accomplished professional with a reputation for helping high net worth clients, he helps identify their financial goals and achieve them through holistic financial planning.

Jamel’s focus is on athletes, artists, retirees and entrepreneurs. Jamel grew up in Cleveland, Ohio, and moved to South Florida in 2009. He became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional because he finds reward in helping families and individuals achieve their goals and prepare for the unexpected. He enjoys traveling the world to meet new people and learn about different cultures, and finds great satisfaction in volunteering, especially through organizations like Mission United.

Company: Provenance Wealth Advisors
Contact person: Jamel Gordon
Phone: (954) 712-7037
Website: https://www.provwealth.com/team/jamel-gordon-cfp/
Social networks: https://www.linkedin.com/in/jamel-gordon-0aa279182/
Address: 515 East Las BLVD 16th Floor Fort Lauderdale, Florida 33301

Source Wealth Advisors Securities offered by Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory and financial planning services are offered by Raymond James Financial Services Advisors, Inc. and Provenance Wealth Advisors, a registered investment adviser. Provenance Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Jamel Gordon’s status as a registered player financial advisor does not constitute an endorsement or recommendation by the NFLPA of the financial advisor registered player, or his/her qualifications or services. The NFLPA is not affiliated with Raymond James Financial Services.

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