Jane MacDonald
Financial Planner

Telephone: (615) 369-1407    Fax: (615) 850-8096     E-Mail Address: click here  

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP^®
CDFA (Certified Divorce Financial Analyst)
Registered Securities Representative
Licensed Insurance Agent

Jane joined TrustCore in 1997, and is a member of the firm`s Research Team. She is a Certified Divorce Financial Analyst and a CERTIFIED FINANCIAL PLANNER^TM practitioner.

Jane provides personalized financial planning solutions for individual clients.  Small business owners, in particular, rely on Jane's previous career expertice in business accounting.  They seek her advice regarding investment management, retirement and estate planning, and risk management.

In cases of divorce, Jane helps achieve equitable settlements. Through her specialized training and experience, she assesses financial elements and reviews issues such as the tax implications of dividing property. Additionally, she evaluates the settlement options for dividing pensions, marital property, and the awarding of child and spousal support. 

Jane received her training through The Institute for Certified Divorce Financial Analysts and the College of Financial Planning Professional Education Program.