Advanced Case Designer

Jane Upton, CLU

Jane has a passion for helping individual and families achieve their financial goals.  She works to understand your unique goals and to coordinate the design and implementation of solutions to help meet your financial objectives.  Jane is involved with developing your plan from initial financial data gathering through the final report presentation.  

Working closely with Richard, Jane designs and authors reports which include an analysis of your current situation, planning opportunities, and product solutions to meet your needs.  Jane is current on tax issues and understands their impact on estate planning.  She provides advanced financial analysis, case design, presentations and technical marketing support for high-net-worth individuals and businesses. 

With her keen attention to detail along with her relationship management experience, Jane brings a high level of personalized service to you and your advisors.

Jane is an avid golfer and runner, training for marathons in her spare time.  She enjoys spending time with family as well as music, hockey and baseball.

Jane has a Bachelor of Science degree in Business Administration, with a Major in Information Systems from Colorado State University.  Jane holds the Chartered Life Underwriter (CLU) designation, and a life insurance license.

 Jane can be reached at Jane.Upton@Auctoris.com

our dedication to clients

Case Design

Making the complex simple is our specialty, particularly when it calls for creativity and integrity.  We provide strategies for preserving your wealth and business assets and assisting you in acquiring quality life insurance products.

We practice values based integrated wealth succession planning.  We are relationship driven and take pride in developing confidential, personalized, and innovative succession solutions.  We facilitate your goals of conserving your life’s work and directing it to those family, business members, or charities you wish to benefit by working closely with your personal advisors.  

We do not believe there is a one-size fits all strategy or product for everyone.  Instead, we offer solutions of what you can do to preserve your wealth for future generations.  We offer ideas and strategies consistent with your values, goals and objectives and do so in an easy to understand, non-technical manner.  

Our approach involves collaborating with your key advisors including attorneys, accountants, and family office employees.  We do not believe in telling you what you should do but instead educate you about what you can do. This empowers you to create and adopt your own wealth succession plan.

For questions about our case design services please contact Jane.

Disclosures

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Auctoris is independently owned and operated. Auctoris is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

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For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.  CA Insurance License #0B71087

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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