Jordan Edwards, LPL Financial Advisor

Jordan Edwards, LPL Financial Advisor No offers may be made or accepted from any resident of any other state.

My goal at Cornerstone Wealth Services is to help individuals gain and preserve wealth and financial freedom, and to help business owners save money on taxes and retain key employees so that they can grow their business and succeed. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC, www.finra.org www.sipc.org

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on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Cornerstone Wealth Services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Hey everyone! Check out our office page. They post a lot of great content that adds to the stuff on this page. And check...
05/18/2023

Hey everyone! Check out our office page. They post a lot of great content that adds to the stuff on this page. And check us out on Instagram too

02/16/2023

Financial planning for new parents Part 3: Education Planning

This is one of the more commonly discussed topics for new parents but I wanted to take a deep dive into the two most commonly discussed ways to save for your kid's education.

The full video will be up soon on my Youtube channel!

02/09/2023

Had a friendly reminder from my friend Jack Merrill that now that I’m having a daughter I get to start saving for a wedding sooner than I frankly ever thought I would.

It was a nice reminder of all the fun things but also costly and stressful things that a new baby can bring!

I’ll be posting a video on YouTube as part of my series for new parents with ideas to help with saving for things like a wedding or a car but I just wanted to share the thoughts today.

02/01/2023

Consistency and effort are easy when things are going well.

It’s January 31st which means, unfortunately a lot of New Year’s resolutions are starting to fall off the wagon.

Whether it’s going to the gym or following your financial plan, something is going to get in the way and make consistency difficult.

A string of birthday parties leads to late nights and missed workouts. Your air conditioner for your house goes out and now you can’t save for the month.

Make sure you’re getting back up and getting yourself back on track. That resolve will lead to success.

01/24/2023

What’s the #1 problem I see from small business owners?

Not being properly capitalized.

When you don’t have your capital appropriately portioned out and in the right spot, you can easily feel like your business is successful but you’re still strapped for cash.

Think about your personal money. You have your checking account, your savings account, and then investment accounts.

Business is the same way they just get fancier names (I mean reserve capital sounds awesome doesn’t it?) but that’s just code for a savings account.

Being appropriately capitalized gives business owners more flexibility and can help improve liquidity.

01/23/2023

For part 2 of my series for new parents, I wanted to get the not fun side of the process out of the way: Estate planning.

Specifically, the process and things new parents should think about doing as they get ready for their baby to make sure they know their child is taken care of if something happens to them.

It sucks to talk about but if you don't, it could lead to an outcome you absolutely want to avoid.



https://youtu.be/tH5PmYusw_M

01/20/2023

Here's my first video for my new series for people who are going to be parents!

Today I wanted to start with Cash Flow since that's the baseline for any Financial Plan. Understanding how to begin changing your cash flow to reflect your spending once your baby is here.

My wife and I took a look at our spending to find where we could get rid of some spending or lower it in certain categories and now we've been able to feel what our spending should look like once our little girl is here.

This change has also allowed us to begin saving a good chunk of money each month to prepare for her!



https://www.youtube.com/watch?v=wDjqDlQvuSU&t=2s

01/13/2023

In the day and age where information is super readily available about basically everything, checking your sources is a majorly big deal!

One of my least favorite things is random TikToks or Reels with investment advice from people who aren’t licensed nor do they have any credentials that give them authority.

Make sure if you see a video online of someone seeming to give advice, check on their registration or make sure they actually have the authority to do so.

Shoot check me out if you’re worried about it!

*this is not meant to be investment advice in any way*

01/10/2023

Here's my first video for my new series for people who are going to be parents!

Today I wanted to start with Cash Flow since that's the baseline for any Financial Plan. Understanding how to begin changing your cash flow to reflect your spending once your baby is here.

My wife and I took a look at our spending to find where we could get rid of some spending or lower it in certain categories and now we've been able to feel what our spending should look like once our little girl is here.

This change has also allowed us to begin saving a good chunk of money each month to prepare for her!

01/05/2023

I know I’ve been absent for a while on here but I’m planning on getting back to consistent videos (hopefully 2 per week).

I have some really exciting news to start the new year: I’m becoming a dad this year!!

I’m incredibly excited to meet my little girl in May but obviously a new baby brings big changes to our financial plan. I’ve noticed that there isn’t a good place (that I can find) that talks about all the tools available to parents or new parents and how they fit together.

So, I’m going to start a series on this in order to hopefully help someone sort this stuff out!

10/27/2022

The first step is always the hardest. Just getting started makes all the difference.

Think about going to Kindergarten for the first time. Or starting to play a sport or instrument for the first time.

Did your coach/teacher/instructor not work with you just because you didn’t have enough skill or knowledge to be a pro?

Of course they didn’t! Financial advisors (good ones) are the same way. We will meet you where you’re at!

So if you have questions, feel free to reach to me or any other financial professional you know!

08/03/2022

How do your investment accounts get taxed?

There's really only two types of accounts in the IRS's eyes. There are non-qualified accounts and qualified accounts. There are numerous variations of each one but the main difference is that qualified accounts get special tax treatment as compared to non-qualified.

Here's a short breakdown of how non-qualified accounts are taxed. Check out the full video on my new Youtube page (This is a first video so hopefully the next ones will be better lol). The link is below!



https://youtu.be/mNV6KYaree8

Address

2908 Via Esperanza
Oklahoma City, OK
73013

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

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+14052163032

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