Welcome to Planning Your Financial Future
Financial planning and investing for the individual or small
business owner. Specializing in retirement plans and estate
planning. Second opinions and portfolio review a specialty.
Expert in reviewing and organizing client's financial matters.
Jane Bragg is a Certified Financial Planner™ with a real estate background.
She began her practice in Fresno, California January 1987 establishing her
own office in 1991. Providing comprehensive Financial Services is very
important to delivering the expertise you need to protect your personal and
business interests.
Areas of Expertise Include:
-  Retirement Plans: IRA, ROTH, 401K, 403B, 457, SEP/IRA
-  How to stretch your IRA to your children and grandchildren
-  Financial Planning before and after the death or divorce of a spouse
-  Managed Accounts
-  Estate Planning                                           
-  Insurance Planning            
- Guaranteed Lifetime Income                      
-  Portfolio Analysis
- Second Opinion
- 529 College Planning
- 1031 Exchanges
- Coaching & Guidance on a periodic basis
Jane Bragg, CFP®
1300 East Shaw Avenue, Suite 130
Fresno, California 93710
(559) 225-1112  Ext. 1
Securities and Advisory Services offered through Crown Capital Securities, L.P.
www.finra.org   www.sipc.org