Richard Jordan is the President, Chief of Investment Strategies and Senior Fiduciary at Fortress Estate Solutions, PLLC. He founded his own firm as a Registered Investment Advisor in 2006, which acts as a fiduciary and does not accept commissions on the sales of the securities products. Truly independent fiduciaries only represent 7% of all the financial services financial advisors, and they always put the clients' interests first, unlike the ordinary stockbrokers and insurance salespeople most people deal with.
Mr. Jordan began his career in estate planning over 20 years ago, and found the number one complaint among clients and prospects to be low returns on their investments; returns that were well below index averages over their lives, regardless of the size or stature of the brokerage companies they utilized.
When he searched for the best way for clients to achieve results, his research revealed that results were consistently best for clients when they utilized an independent fiduciary who does not have the conflict of interests that broker-dealers have. Broker-dealers focus on making their maximum commissions first which may override clients' best interests and potentially reduce the clients' returns over time.
As the Chief of Investment Strategies, he utilizes his mathematical skills to create formulas that determine fundamentally sound investments, and also utilizes technical formulas to determine when to buy, hold and sell those fundamentally sound investments. He focuses on the individual needs of each client and family, and their cash flow and income needs throughout their working life and retirement, as well as the creation of legacies for future generations and charities. He understands and works well with estate and asset protection plans, and can coordinate the creation of new plans and new teams with other necessary professionals like estate planning and tax planning attorneys and CPAs.
Mr. Jordan achieved honors at St. Louis University and in all post graduate investment, technology and management studies.
Ron M. Allison, CLU
Ron Allison joined Fortress Estate Solutions, PLLC of Frisco, Texas in 2018. Ron brings over 35 years of experience in the financial services industry and has worked successfully with hundreds of clients in planning and executing quality financial plans that focus on achieving their goals.
Ron believes his success in helping clients can be attributed largely to the fact his first goal upon meeting someone new is to listen to understand the values and objectives that are truly important in their eyes. The clients that work with Ron learn to know that he puts the client’s interests first because he genuinely cares about helping them meet their goals for their families and their retirement.
Being a Registered Investment Advisor Representative for Fortress, allows Ron to work as a fiduciary with his clients with no pre-arranged or packaged financial solutions. Therefore, he can help his clients achieve their individual and specific financial, retirement and legacy related objectives. One of his passions is to help those who have accumulated some amount of wealth understand how to plan for their retirement income, and for their estate or legacy goals. This planning process is often quite different from the planning and journey for accumulating that wealth!
Ron, who resides in Frisco, Texas, graduated from Harding University in Searcy, Arkansas, and is proud of his two sons and one “perfect” granddaughter. He has both managed a successful financial firm and worked for over 20 years as a successful financial advisor. When Ron is not at work, he enjoys road cycling, trout fishing and hosting “Gamenight” with his family and friends.