Let Our Certified Financial Advisors Help You Live Out Your Retirement Dreams

LICENSED IN:

CA License #0788574
TX License #1412227
NV License #583972
LA License #457543

VA License #982372
SC License #751631
GA License #3113562
FL License #W650481

Meet Joseph C. Jordan

CEO / PRESIDENT OF HAPPY & RETIRED

Joseph C. Jordan, Estate Planning and Retirement Specialist, has been providing exceptional service to his clients since entering the financial services industry in 1985. Focusing on fixed and equity-indexed annuities, long-term home health care, health insurance and final expense insurance, he helps high-net-worth individuals and middle-income seniors with complete estate planning services and assisting them with elder planning issues. Joseph remains on the cutting edge of development in his profession and combines professional knowledge, experience and dedication with personal commitment to provide a caring relationship for those he serves. He has conducted financial seminars to various Elk and Moose Lodges as well as a number of posts of the Veterans of Foreign Wars and the American Legion. […]

If you knew you had guaranteed income for life as part of your overall retirement plan

What would you do?

What Clients Are Saying

“The man is amazing! He provides business planning and mentoring.”

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Educational Workshops

Gain Financial Intelligence. Attend an educational workshop.

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Services Offered

Happy & Retired specializes in these Financial & Insurance products.

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