Janice Del Toro, CFP®
Janice specializes in retirement and retirement transition planning and has nearly 20 years of experience assisting individuals and couples prepare for and transition into retirement. The planning process certainly does not end there, and she continues to provide guidance to her clients throughout retirement. This includes helping them with the myriad of decision points they encounter along the way, such as when to draw Social Security, when to apply for Medicare benefits, how to plan for Required Minimum Distributions, and more. Through the years, her clients’ have helped her develop keen insights into the hopes and concerns that most retirees share. Whether you are planning for, or already enjoying retirement, she can develop a plan designed not only to help you retire comfortably, but to also retire with the confidence you will not outlive your money.
Janice is a native of Jacksonville and entered the financial services industry July 2000 after a successful career as a speech-language pathologist. Both careers share in common the primary objective of helping clients succeed at reaching goals that are important to them. She earned her CFP® designation in 2004 and has served her clients in a fiduciary capacity since that time. She currently holds FINRA Series, 6, 7, 63, and 65, and 24 licenses. In her spare time she enjoys spending time with a wonderful circle of family and friends, and especially enjoys gardening, cooking, and travel.
Please complete our electronic form to contact Janice today for a complimentary consultation, and she will respond in a timely manner. For immediate assistance, please contact our office directly.
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This communication is strictly intended for the individuals residing in the sates of CA, FL, GA, IL, LA, MA, ME, MD, MS, NC, ND, NJ, NM, NV, NY, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.
1400 Prudential Drive, Suite 4
Jacksonville, FL 32207
1027 South 8th Street
Fernandina Beach, FL 32034