Jacqueline Jordan, Certified Social Security Consultant
Jacqueline Jordan
Senior Financial Advisor, Hamilton Capital, LLC
Professional Profile
Meet Jacqueline (Jackie) Jordan, a Senior Financial Advisor at Hamilton Capital, LLC, located in Ohio. With a passion for empowering individuals and families to navigate their financial journeys, Jackie has dedicated her career to helping clients achieve their financial dreams through expert guidance and personalized planning. Since joining Hamilton Capital in 2015, she has developed a reputation for being a reliable and knowledgeable resource in financial planning and investment management.
Jacqueline Jordan has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
Jackie’s extensive experience includes creating tailored financial projections, effective savings plans, and strategic investment strategies that align with each client’s goals. As a CERTIFIED FINANCIAL PLANNER™ and a National Social Security Advisor Certificate Holder, she possesses a deep understanding of the complexities of Social Security and its crucial role in retirement planning. Her commitment to her clients is evident in her approach to financial coaching, where she walks alongside them to ensure they make informed decisions that lead to financial security.
A graduate of John Carroll University with a degree in finance and a minor in Spanish, Jackie combines her academic foundation with practical experience gained from her early career in a local financial firm. Beyond her professional life, Jackie is a former collegiate athlete, having broken the women’s 18-hole scoring record on the golf team. She enjoys spending her free time on the golf course, cooking, and cherishing moments with her husband, Ryan, and their son, Roman. Turn to Jackie Jordan for knowledgeable and respected financial advice tailored to your needs; she is dedicated to your financial success.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.