Our Services

Initial Meeting, Discovery, Design, Recommend, Implement, and Plan Summary as steps on the wheel of Client Service



We are here to help guide you through the often overwhelming process of creating an insurance and financial blueprint.

  1. Initial Meeting: Review your individual situation; discover your concerns and personal objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things that really matter to you.

  2. Discovery: As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

  3. Design: With your vision clear in mind, we can next design a strategy to help you achieve your goals.

  4. Recommend: Based on our conversation and analysis, we can recommend some insurance and financial products that can help you achieve your objectives and protect human capital risks.

  5. Implement: Implement your plan and coordinate your financial activities. We can also collaborate with your circle of advisors.

  6. Plan Summary: We will then monitor progress and provide ongoing service as your needs and situation change over time. Strategies need to be adjusted periodically as your life changes. We will work with you over the years to help keep your program on track with your changing needs.

Disclosure

Jan Christensen is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0A98012), FL, GA, HI, IA, ID, MA, MT, NE, NV, OR, SC, TX, UT, VA, WA, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jan Christensen is licensed and authorized to offer insurance in California, but CHRISTENSEN FINANCIAL AND INSURANCE SERVICES may not be. For additional information on California licensure status, please click here.

Jan Christensen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10421 S Jordan Gtwy Ste 600, South Jordan, UT, 84095, 801-523-2346. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, HI, IA, ID, MA, MT, NE, OR, SC, TX, UT, VT, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Jan Christensen is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, FL, GA, HI, IA, ID, MA, MT, NE, OR, SC, UT, VT, WA, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

CHRISTENSEN FINANCIAL AND INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither CHRISTENSEN FINANCIAL AND INSURANCE SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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