Jeneen Crane, CFP®

There are a lot of options for your retirement, but the first step is to develop a strategy. As a financial services representative, my job is to help you, at whatever stage you are in life, create a sound financial strategy for the lifestyle you want to live in retirement. Over the last 10 years, through workshops and personal interviews, I've helped a great number of clients create a plan to help them reach three key financial goals:

1. Wealth accumulation
2. Security and independence in retirement
3. Transfer of assets in the most advantageous way

Contact Information

Jeneen Crane, CFP®
jcrane@tcunet.com
(574) 284-6210 Ext. 5598
110 S. Main Street
South Bend, IN 46601

Professional Qualifications

• Certified Financial Planner™
• More than a decade of helping members achieve their financial goals
• Registered Representative of CUNA Brokerage Services, Inc.,
  member FINRA/SIPC
• Licensed Insurance Agent
• Check Jeneen's background on FINRA's BrokerCheck

Let's work together to develop a plan to help you:

• Retire more comfortably
• Protect your assets and your financial future
• Fund your children's or grandchildren's education

Professional Services

• Financial Planning
• Investment Management
• Personal Financial Assessments
• Tax-Advantaged Investment Planning
• Retirement Income Planning
• Wealth Management
• Portfolio Management
• Comprehensive Financial Guidance
• Retirement Planning
• Insurance Planning

Together we'll answer the tough questions to give you peace of mind:

• Is your retirement money invested properly?
• Will you have enough income in retirement?
• What should you do with a retirement plan from a previous employer?
• How will you pay for a child's or grandchild's education?
• What would happen to your family financially if you died?
• How will you pay for long-term care?

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.