AXA Advisors

Retirement Planning Specialist


Ms. Fontaine entered the financial services industry in 1980 as an agent for this organization in Valdosta, Georgia. In 1984 she relocated to Ocala and received her CLU (Chartered Life Underwriter)* designation. In 1987 she earned her ChFC (Chartered Financial Consultant)* designation and in 1989 she received her CFP® designation.

Jane completed the Retirement Planning Educational Specialization in the Advanced Studies Program from The College of Financial Planning in 1991 and received her Masters degree in Financial Services from the College for Financial Planning in 1992.  Recently, Jane completed the course work for a Wharton Certificate in Retirement Planning.

She has been designated as an Accredited Estate Planner (AEP) by the National Association of Estate Planners and Councils. In 2002 she was recognized as the Southeast Regional Honor Agent for AXA Advisors.

Jane has been a Life and Qualifying Member of the industry standard Million Dollar Round Table for twenty-six consecutive years. She maintains memberships in the National, Florida, and Ocala Associations of Insurance and Financial Advisors; the National Association of Estate Planners; the American Society of CLU and ChFC; The Financial Planning Association (FPA); the International Society for Retirement and Life Planning; The Association for Advanced Life Underwriting (AALU); and Certified Advisor for Senior Living (CASL) from The American College.

*Professional designations of the American College

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

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The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

Don’t Bet Your Life on These Insurance Myths

Learning about common life insurance misconceptions can help you make one of the most important decisions for those you leave behind.

It's Not as Bad as You Think

Economic indicators, including GDP, are signaling continued growth, but consumer confidence is lower than it's been in years. Why do these figures seem to be moving in opposite directions?

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumer rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

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