MassMutual financial professional.

Jordan T. Phelpsemail

Jordan T. Phelpsemail


MassMutual Greater Washington

530 Gaither Rd #350
Rockville, MD 20850

Professional Story

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I also help people protect the ones they love through a variety of financial products and solutions to meet their needs.

Education

Prince George's Community College, AS in Computer Science

Hobbies

Create art and music, Reading, Meditation and Yoga, Fitness, Cooking


Languages: English


Specialties:Insurance Strategies, Business Succession Planning, Estate Planning, Financial Education, Business Owners, College Funding Strategies, Group Benefits, LGBTQ, Military