Janice MacFerrin, CLU, ChFC, AEP

Jan  entered the financial services industry over 20 years ago with a dedication to assisting clients in preparing for their financial future. Her experience, knowledge and common sense approach to complex problems serve clients in understanding their financial needs and solutions. As a Registered Representative of New England Securities, she assists clients with complex business situations, estate conservation strategies and offers tax conscious strategies.  Whether it is employee benefits, retirement products, or protecting assets, she provides her clients with carefully chosen options.  Her clientele is built upon long-term relationships with clients, client referrals and referrals from related professionals, i.e. attorneys, CPAs, trust officers.

Jan migrated from Nebraska over 30 years ago, has Bachelor’s and Master’s degrees; a Chartered Life Underwriter’s and Chartered Financial Consultant designation from the American College and the Accredited Estate Planner designation from the National Association of Estate Planners and Councils. She regularly participates in advanced education programs. She is past president of the Tucson Chapter of the Society of Financial Service Professionals. She is a member of Southern Arizona Estate Planning Council along with numerous professional and social organizations.

I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.