Jennifer Funk

Credentials:
  • CIMA®

Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Financial Education, Group Benefits, College Funding Strategies, Estate Planning, Business Succession Planning, Risk Management Strategies

Languages: English

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

  • IRA Consolidation/Rollovers
  • Financial Plans
  • Goals Based Wealth Management
  • Charitable Giving Strategies
  • Estate Conservation Strategies
  • Mutual Funds
  • Education Funding Strategies
  • Long-Term Care Insurance
  • Variable Annuities
  • Fixed Annuities
  • Disability Income Insurance
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Tax Sheltered Annuities, 403(b) Plans


QUALIFICATIONS

  • CIMA®, Certified Investment Management Analyst
  • Licensed to sell Life & Health Insurance in OH, KY, IN
  • Registered to offer securities products in OH, KY, IN, FL and GA
  • In financial services industry since 1986
  • BA, Economics, California State University, Fullerton
  • MBA, Finance, California State University, Long Beach

PERSONAL

  • Resident of Loveland, OH since 1999

ORGANIZATIONS

  • Board Member, Llanfair Retirement Community

See Jennifer’s Licenses and Disclosures

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Skylight Financial Group - Cincinnati

Satellite Office

3825 Edwards Road Suite 210
Cincinnati, OH 45209

L1116483993[exp1017][FL,IN,KY,OH]