Jordan Nietzel, CFP®, CFA Trek Wealth Planning
- 910 E Broadway Suite 208, Columbia, MO 65201
- (573) 367-5577
- wbeqna@gerxjrnygu.pbz
- https://www.trekwealth.com/
About Jordan Nietzel, CFP®, CFA
Hi, I’m Jordan Nietzel and I started Trek Wealth Planning because I wanted to help families in their 30s and 40s gain freedom from money anxiety. The nagging worries of “Am I saving enough?” or “How much can I afford to spend?” spill over into all aspects of our lives. But a good plan can bring a sense of freedom over your money and your life.
Do you wonder how quickly you can reach financial independence?
Are you confused by all the financial lingo?
Can you afford a pay cut in order to take your dream job?
Do you have insurance set up to protect your family in a worst-case scenario?
Are you putting your hard-earned savings to work for you?
We will develop a plan to help you answer these questions, so you can focus on the things that are most important to you.
Trek Wealth Planning was built around some key values.
Provide quality fiduciary advice and transparent fees
Educate our clients on the why behind our recommendations
Keep it simple – don’t overcomplicate
My wife, Kari, and I live in Columbia, MO with our 3 kids, Maelyn, Daxton, and Hudson, and our Goldendoodle, Mick. We love being active and getting outdoors as much as we can. I am a self-proclaimed beer snob and enjoy visiting local breweries. When I’m not creating financial plans, you may find me reading a book, watching the NBA, or cheering for my alma mater, the Missouri Tigers.
Recently Published
The Value of Financial Planning
July 7, 2022Why should I hire a financial advisor? That is the big question many people will ask at some point in their life. It’s a big decision and should be well thought out. In the past, an advisor’s main value-add was investments. The question then of whether it’s worth hiring an advisor depended on the size …
The Value of Financial Planning Read More »
The post The Value of Financial Planning appeared first on Trek Wealth Planning.
How to Pay Off Your Mortgage Earlier
May 6, 2022What do you do with extra cash flow after you have a basic level of financial security in place? You have an emergency fund, no high-interest debt, and you’re on track to retire at a normal age. A common desire is to live mortgage-free, so you might consider making extra payments in order to pay …
How to Pay Off Your Mortgage Earlier Read More »
The post How to Pay Off Your Mortgage Earlier appeared first on Trek Wealth Planning.
How To Invest For An Early Retirement
March 29, 2022I work with a lot of mid-career professionals. One trend I’ve noticed is a common desire to create freedom and flexibility with their money today. They want to go beyond simply saving for a retirement decades in the future. Semi-retiring, or the “work-optional” life, is much more appealing. They want to be in a financial position …
How To Invest For An Early Retirement Read More »
The post How To Invest For An Early Retirement appeared first on Trek Wealth Planning.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Equity Recipients (RS/RSU SOP ESPP)
- Gen Y/Millennials
- Young Families
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
Fee Options
- Monthly Fee: $200+/mo
- Assets Under Management: 0.50%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
