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January 27, 2012 @ 02:09 PM

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AXA Advisors

Retirement Planning Specialist


 Jane B. Fontaine
CERTIFIED FINANCIAL PLANNER™, professional

Jane B. Fontaine is the founder and President of The Fontaine Financial Group, LLC. Her career in financial services began in 1980. She has been providing retirement accumulation, wealth preservation, and management tools and products since 1984.

Ms. Fontaine, who graduated Summa Cum Laude from West Chester University in Pennsylvania, and received her Master's degree from the University of Maryland, has made professional education a part of her career. She earned her Master's degree in Financial Services from the College for Financial Planning, and holds the advanced professional designations CLU, ChFC, CFP® . She also has completed the Retirement Planning Educational Specialization in the Advanced Studies Program from the College of Financial Planning, and has been designated as an Accredited Estate Planner (AEP)™ by the National Association of Estate Planners and Councils. She has earned a Certificate in Retirement Planning for completing the course work for a Wharton Certificate in Retirement Planning*; and the Certified Advisor for Senior Living (CASL) designation from The American College in Bryn Mawr, Pennsylvania**.

Ms. Fontaine is a life member of the Million Dollar Round Table and has been a qualifying member of MDRT since 1981. Professionally, she is a member of the local, state and national Associations of Insurance and Financial Advisors; the National Association of Estate Planners; and the Financial Planning Association (FPA); the International Society for Retirement and Life Planning; and the Society of Financial Services Professionals. She is an active member in the community serving on boards for Senior Services and United Way as well as her alma mater, West Chester University.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's inital and ongoing certification requirements.

**Professional designations of the American College

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Newsletters

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

More Newsletters →

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.

More Calculators →

Contact Info

Phone: 352-622-9090

jane.fontaine @axa-advisors.com

Local Office | Branch Office


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