Everwise Investment Services

Jeneen Crane, CFP®

Meet one of Everwise Investment Services' knowledgeable CERTIFIED FINANCIAL PLANNER™ professionals.

Jeneen Crane, CFP®

110 S. Main Street
South Bend, IN 46601

Office: (574) 284-6210 Ext. 5598

Helping clients reach their financial goals is my primary objective.

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 pursue three key financial goals:

  1. Wealth accumulation
  2. Financial well-being and independence in retirement
  3. Transfer of assets in a more advantageous way

Professional Qualifications

  • CERTIFIED FINANCIAL PLANNER™
  • More than a decade of helping members pursue their financial goals
  • Registered Representative of LPL Financial
  • 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 financial confidence:

  • 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.

All information presented on this page is for educational purposes only and doesn’t constitute tax, legal or accounting advice. It is to be considered as general information, not recommendations. Please consult with an attorney or tax professional for guidance.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Everwise Investment Services and Everwise Credit Union (Everwise) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise or Everwise Investment Services. Securities and insurance offered through LPL or its affiliates are:

Your credit union ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise Credit Union is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf for more information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Routing Number | 271291826