JCI Financial- Fort Wayne, IN

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Jocelyn Ivancic
Phone: 1-844-744-4331

Jocelyn Ivancic, Indiana Financial Planner
JCI Financial Inc
  • About
  • Retirement Planning
    • Social Security Planning
    • Personal Pension Plan
    • Wealth Transfer
  • Medicare
  • Safe Money Places
    • Fixed Annuities
    • Life Insurance
    • Long Term Care
  • Videos
  • Learning Center
  • Quote
  • Contact

RETIREMENT PLANNING AND MAINTENANCE 

WHY RETIREMENT PLANNING IS IMPORTANT
Many of us want to enjoy our retirement, and in order to do that you need to do some planning. Without proper planning it can be easy to:
  • Not have enough retirement income
  • Spend your life's savings
  • Be unprepared financially for unforeseen medical expenses
  • Leave a tax burden to your beneficiaries upon your death
  • Leave a surviving spouse without proper income necessary for living expenses

DOWNLOAD OUR SAFE MONEY SNAPSHOTS CLIENT GUIDE

This consumer's guide covers topics including: avoiding scams, return arithmetic, and the different Safe Money Options such as savings bonds or fixed annuities.
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Will you be able to count on Social Security? Stop the guessing…get the facts and quit worrying. Learn about what Social Security Benefits available to you.
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Many Americans are searching for “Safe Financial Vehicles” that will provide them with additional guaranteed retirement income.  They feel as though Social Security, their 401K’s and IRA’s and savings just won’t be enough…and they can’t afford risk. Is their option?
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It takes hard work and time to accumulate wealth. Make sure it is passed down properly. Learn about one of the most tax efficient methods of passing your money to kids, grandkids, religious organizations or charities.
learn more
CONTACT INFO:
Office Address:
Jocelyn Ivancic
JCI Financial, Inc.
213 Corner Stone Parkway
Fort Wayne, IN 46825

Contact Info:
Office: 260-489-5500
Cell: 260-433-9991
Toll Free: 1-844-744-4331
Fax: 260-739-6888
Request consultation
DISCLAIMER:
JCI Financial, Inc. does not warrant anything on this website, although we hope everything is accurate. We do not provide legal or investment advice. We are not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with JCI Financial, Inc. or your own financial professional about your personal situation before making any financial decisions.

INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS:

JCI Financial, Inc.​ provides links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither control nor endorse such other websites, nor have we reviewed or approved any content appearing on them. We do not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.
© 2016 - 2018  JCI Financial, Inc.
 
  • About
  • Retirement Planning
    • Social Security Planning
    • Personal Pension Plan
    • Wealth Transfer
  • Medicare
  • Safe Money Places
    • Fixed Annuities
    • Life Insurance
    • Long Term Care
  • Videos
  • Learning Center
  • Quote
  • Contact