Our Experience

Rick Jordan is a completely independent insurance professional specializing in Medicare, Final Expense and much more.  Our clients are located all across South Central Pennsylvania, giving us a great feel for the financial landscape. We design plans with a focus on risk management, low costs, and tax efficiency, which we combine with personalized financial advice aimed at helping clients make better informed decisions.

Our Commitment 
From day one we have made it our priority to offer a personal hands on approach. We want to understand your situation and offer a long term solution that makes sense.

• Promptly responding
• Listening to their specific needs
• Focusing on personalization
• Having the best Customer Service

Our Mission
Our mission is to build lasting client relationships based on a level of trust that is earned through wise counsel, positive results, clear and candid communication, and service that exceeds expectations. Often times our advice and good counsel is engaged without payment. That underscores our commitment to serve as your advocate, focusing our attention on putting your best interests first.