Our Qualifications

Jane Black, the owner of the firm, has been working with individuals and business owners area for over 10 years.  She has a total of over 30 years experience in the financial services industry.

Jane's experience and professional judgment enable her to identify various relevant strategies and to recommend those most appropriate for her clients' unique situation.  She uses a consultative approach that focuses on helping clients gain a complete understanding of their current financial condition.  Jane identifies areas needing further attention and helps her clients evaluate the financial planning options and product solutions available to them.

In addition to having a B.A. in Management & Communications from Concordia University-Wisconsin, Jane has Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations.  These designations are awarded only after completion of an extensive education and examination process along with a relevant experience requirement.

Jane is a past president of the Fort Wayne Chapter of the Society of Financial Service Professionals and also of the Indiana Federation of Business & Professional Women's Organizations.

She is licensed to provide financial planning services and to offer a variety of investment and insurance products.  She is licensed to do securities business in Arizona, Florida, Georgia, Indiana, Michigan, North Carolina and Ohio. 

She continues to keep abreast of changes in the economic environment, laws and regulations, financial strategies, and product innovations by exceeding professional and regulatory continuing education requirements every year.

Jane is dedicated to developing lasting relationships with her clients. She believes in helping you assess your financial goals and educate you about your options so you can actively participate in the management of your finances.

One of the benefits of working with Jane is her ability to provide clear, easily understood explanations of financial products and services. The personalized program that she can provide is a roadmap to working toward a more healthy financial future.

Jane is looking forward to using her experience to help you pursue your financial goals.