About My Practice
Raskin Planning Group is a fee-based financial planning and investment advisory firm, dedicated to providing sophisticated, unbiased advice to a select group of clients. We are committed to helping our clients develop an objective, comprehensive plan that is specifically tailored to meet their unique financial needs and objectives and provide solutions strategies to help them turn their goals into reality.
Experience
As a CERTIFIED FINANCIAL PLANNER™ professional, Jessie specializes in working with business owners, professionals and families to help them navigate life’s transitions such as retirement, job changes, divorce and widowhood. She helps them gain control in the areas of wealth accumulation, estate conservation, business succession and charitable gift strategies. Jessie has over 25 years of business experience and is dedicated to the holistic financial planning approach that utilizes a customized and highly interactive process to help clients meet their unique needs. She believes that well-informed clients are empowered to make important decisions relative to their life planning and that clients need and want help understanding the complexities of the financial world.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance: MA, Health/disability insurance: MA, Fixed annuities: MA, Variable annuities: MA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Certified Financial Divorce Analyst (CDFA(TM))
Broker-Dealer Affiliation
Lincoln Financial Network
Considerations: Minimum fee $3,500
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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