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®
(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.