About Charlotte Jane
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
For twelve years, I litigated complex insurance coverage issues in Louisiana and throughout the U.S. In most of those cases, the injured party did not have the benefit of disability income insurance or long-term care coverage. In cases where the injured party had died because of an accident or disease, the family members of the deceased often did not have the benefit of life insuance proceeds. I experienced first hand how long these families had to wait for a settlement or judgment that often times did not make them financially whole. I understand the value of personally owned insurance and can assist you in determining the scope of coverage that is appropriate for you and your family’s financial protection.
Area(s) of Focus
- Insurance Strategies