JCI Financial

At JCI Financial, Inc., our mission is to provide expert financial guidance to individuals and families in Fort Wayne, Indiana and beyond. Our vision is to empower our clients to achieve their financial goals and enjoy a secure and comfortable retirement.

About Our Services

As a licensed insurance agent, I, Jocelyn Ivancic, have been helping individuals and families plan for their futures since 1986. With over three decades of experience, I have built a reputation for providing personalized financial solutions that cater to each client's unique needs and goals.

At JCI Financial, Inc., we offer a comprehensive range of financial services, including:

• Annuity Specialist: We specialize in helping individuals create a steady income stream in retirement through fixed annuities.
• Retirement Income: Our retirement income planning services help ensure that you have a predictable and sustainable income stream in retirement.
• Life Insurance: We offer a range of life insurance products to help protect your loved ones in the event of your passing.
• Nest Egg Protection: Our expert guidance helps you protect your hard-earned savings from market volatility and inflation.
• Financial Planning: We provide customized financial planning solutions to help you achieve your financial goals.
• Medicare Advantage Plans: We help individuals navigate the complex world of Medicare Advantage plans to ensure they receive the best coverage for their needs.
• Medicare Supplement Plans: Our expertise in Medicare supplement plans helps individuals find the right plan to fill the gaps in their Medicare coverage.
• Prescription Drug Plans: We help individuals and families find the most cost-effective prescription drug plans that meet their needs.
• Estate Planning: Our estate planning services help individuals and families ensure the smooth transfer of their assets and wealth to the next generation.
• Social Security Planning: We provide guidance on Social Security planning to help individuals maximize their retirement income and benefits.

Our Philosophy

At JCI Financial, Inc., we believe that financial planning is not just about accumulating wealth, but also about preserving it for the next generation. Our philosophy is built on the principles of hard work, integrity, and a commitment to providing personalized service to our clients.

Get Started Today

If you're looking for a trusted and experienced financial advisor to help you achieve your financial goals, look no further. Contact us today to schedule a consultation and take the first step towards a secure and prosperous financial future.