Jane Krueger, CFP®

Financial Advisor
CUSO Financial Services (CFS)*

Confidence is vital when helping someone with their financial goals. Jane, a CERTIFIED FINANCIAL PLANNERTM**, understands and respects that need. She has been advising clients on their investment and retirement needs for over two decades. Jane specializes in the analysis of client portfolios, giving an honest and unbiased evaluation of every situation — creating a customized retirement plan for clients to implement.

“Patelco members want to know how to reach their goals. Then they want someone to help them take action. I’m here to help change lives with action rather than procrastination.”

By using a goal–oriented approach, her clients are presented with strategies for growth, preservation of assets, retirement income, and long–term care solutions.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM, and CFP®; in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.