Comprehensive Investment Planning

Welcome to Jane R Levine's Web site

 

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation; and a relationship with a trustworthy representative who has a clear understanding of their needs and who has access to such investment products.

I maintain a constant commitment to putting service first by keeping clients' objectives in focus, staying in contact with them throughout all market conditions, and making investment adjustments as economic or lifestyle conditions warrant.

As a CERTIFIED FINANCIAL PLANNER ™ Practitioner and Registered Principal affiliated with LPL Financial, I can offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of financial planning, please don't hesitate to contact me, by phone or e-mail. I can help you make sense of today's investment climate.

  • Managed asset plans - for professional fee-based portfolio management through LPL Financial
  • Retirement planning - to design an investment strategy to help you pursue all of your investment and retirement goals
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
  • Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
  • Institutional Portfolio Management -- allows individuals assess to Institutional quality management that otherwise is not available to those not considered High Net Worth.
  • Alternative Investments -- these type investments have no to low correlation to the stock and bond markets so they can help provide diversification to investment portfolios.

In addition to specific and detailed investment services, Jane offers Retirement Planning, Benefit Analysis, Insurances, Education Planning and Estate Planning Review. 

 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Investing involves risk including the loss of principal.