Broker Check

About Katharine

Katharine Chaney-Jones, CLTC, LUTCF
Financial Services Executive
Registered Representative, Special Care Planner

As a Financial Services Representative, Katharine has spent her career establishing and developing long-lasting relationships with her clients to help them define and achieve their financial goals.

Katharine's goal is to help individuals and businesses create and maintain wealth, through financial strategies and in accordance with their financial objectives, risk tolerance and time horizon. Through in depth analysis she and her team determine the appropriate strategies to grow, manage, preserve and transition a client's estate.

Wanting to offer her clients the best possible service, in May of 2006, Katharine joined the Barnum Financial Group. By joining Barnum, Katharine has the opportunity to help her client's by tapping into Barnum's vast array of resources and access to a multitude of other financial companies.  


Katharine's primary areas of focus are:

  • Retirement Funding Solutions - (Defined Benefit Plans, IRA's, SEPs, Keoghs, 401(k), and 403(b)
  • Special Care Planning
  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Investment and Asset Allocation Strategies
  • Education Funding Strategies
  • Tax Saving Strategies 
  • Health Insurance
  • Medicare 
  • Complimentary Financial Literacy programs

Katharine has also dedicated her time establishing relationships with other financial professionals in order to provide specialized services in all areas that her clients may want or need. These relationships help to facilitate a team-based approach in which she can help provide her clients with support for all aspects of their financial lives. Katharine gives back to her community by sitting on the Board of Directors for the Foundation For Life and hosting educational retirement seminars and literacy programs.

  • Educational and financial literacy programs
  • Certified in Long-Term Care (CLTC) Designation
  • Graduate: University of WI-Madison
  • LUTCF: Life Underwriter's Training Council Fellow
  • Board Member - Foundation For Life
  • Member: Million Dollar Round Table (MDRT): Lifetime member
  • Member: National Association of Insurance & Financial Advisors (NAIFA)
  • Registered representative and licensed to sell life and health in CT, FL, MA, MN, NJ, NY, RI, and WI
  • 403(b) Representative:  Hartford Public Schools
  • Forbes, 2015 Investment Guide (6/2015 Issue) 
  • 2014 Five Star Wealth Manager - Wall Street Journal
  • 2013 & 2012 Five Star Wealth Manager - CT 
  • Domiciled in CT

 

The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.