Janice Carlisle

Further information about Janice Carlisle:

Janice Carlisle is a Financial Advisor and a featured speaker at The Tranel Financial Group through Money Concept's Lifelong Learning SeminarTM Series.

Janice believes that the most important step towards financial success is to identify each person's retirement dream. From there, Janice works to identify short and long term goals and map out a comprehensive plan for success, setting tangible benchmarks along the way. By working with each client on an exclusive basis, Janice is able to tailor her approach to each client as an individual. As their primary financial advisor, Janice also monitors each of her clients insurance needs, tax and accounting, and estate planning, to make sure that her client has everything they need to protect themselves and their loved ones now, and in retirement.

In addition, Janice has received her "Certified in Long-Term Care" designation (CLTC) which is the long-term care insurance industry's only third party professional designation. The CLTC program provides the information and training needed to offer guidance to individuals and families on a range of issues including home care, assisted living, nursing homes, social services, taxes, current law, and most importantly, how they will pay for those resources.

Jan is also enrolled in the Certified Senior Advisor (CSA) certification program offered through the Society of Certified Senior Advisors(TM). The certification program is designed to recognize professionals who work often or almost exclusively with seniors by evaluating their ability to identify seniors' needs and issues accurately, understand how seniors' values and motivations affect their choices, communicate effectively and compassionately to seniors, and function as a resource for seniors to turn to for help with their concerns and problems.

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

Life, Health and Long Term Care Series 6,7, 63 and 66

Education:

Not specified