Jeneen Slack

Jeneen Slack, CFP®, CDFA®, has expertise and specialized training in data analysis and issues of divorce. She works closely with her clients and their legal counsel to deliver a professional and discrete analysis of the short and long-term financial impact of the proposed divorce settlements. Developing a strategy and executing a plan based on the proposals is essential for financial stability and a sense of security.

Post-divorce, Jeneen understands that all of the fundamental components of a sound financial plan—creating a budget, investing, planning for retirement, owning a home, understanding your goals and aspirations, saving for college, life insurance, etc.—should be completed under the guidance of an advisor who is very familiar with the needs and issues of recent divorcées.

Jeneen is dedicated to providing sound advice, effective implementation, and personalized financial planning services to individuals and families. She focuses in areas of personal finance, including retirement strategies, investments, tax strategies, insurance, estate, and divorce matters. Jeneen holds a bachelor’s degree with a concentration in Finance, Securities 7 and 66 registrations, holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™ certifications.

Jeneen holds her CA Insurance Lic.0F54862, Series 7, 66 securities registrations, and is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. Summit Financial Group is independently owned and operated. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. TR#1929938 DOFU 10/2017.


Similar Posts

Leave a Reply