About My Practice
Jane Young has been providing fee-only comprehensive financial planning to individuals for over 15 years. Her objective is to help clients achieve their goals and maintain peace of mind. She specializes in investment management, retirement planning, personal tax planning and preparation, helping widows, widowers and individuals recently divorced. Jane's goal is to provide a one stop shop for all of your financial needs. She usually works with individuals or families with net worth between $500,000 and $3,000,000.
Jane is very active in the community. She is the current President of the Rotary Club of Colorado Springs, a past President of the Board of Trustees for Leadership Pikes Peak, a past President of the Southern Colorado Financial Planning Association and a past president of the Pikes Peak Chapter of the National Association of Women Business Owners. She is a member of the University of Colorado at Colorado Spring's Business School Alumni Board, The Colorado Springs Estate Planning Council, The Colorado Springs Executive Association, Artemis, and the Colorado Springs Chamber of Commerce. Jane is the co-owner of Pinnacle Financial Concepts which has been a member of the Better Business Bureau for 15 years and has an A+ BBB rating.
As a fee-only financial planner Jane is a member of the National Association of Personal Financial Advisors, the Financial Planning Association, the National Association of Tax Professionals and the Alliance of Cambridge Advisors. She has been quoted in several local and national publications including The Wall Street Journal, US News and World Report, Consumer Reports, Investment News, MSN Money, Kiplinger Magazine, Financial Advisor Magazine, Bankrate.com and the Colorado Springs Business Journal. She also works as a volunteer instructor to new advisors with the Alliance of Cambridge Advisors and has worked as an adjunct instructor at the University of Colorado at Colorado Springs.
Jane was recently selected as a 2010 Woman of Influence by the Colorado Springs Business Journal.
Jane has been an independent financial planner since 1996. She has provided services as a comprehensive, fee-only financial planner for well over thirteen years. She became a Certified Financial Planner in 1997 and an Enrolled Agent in 2003. Prior to becoming a financial planner Jane held several management positions in the high tech industry.
You are encouraged to view Jane's blog at www.JaneYoungCFP.com and view the Pinnacle Financial Concepts, Inc. website at www.PinnacleFinancialConcepts.com.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - EA, CDFA
Considerations: We charge a flat fee based on income, net worth and complexity
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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