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Phone:  610-871-3500
Email:  kjanis@capital-planning.com 

Katherine Janis, M. Ed., RICP®, FPQP™

Insurance Specialist

How I Can Help You:
I have a passion for education. Through my role as Life and Health Insurance experienced professional, I can educate you on Medicare and your health care options striving to help alleviate the stress of these concerns. In addition, I am passionate about educating people on long-term care insurance. After experiencing the stress of a catastrophic event with my parents, I feel compelled to educate people on the options of paying for care so they can avoid some of the emotional and financial stress this sort of event can put on a family.
What makes me knowledgeable:
I have my Life, Health and Annuities Insurance Licenses as well as my Ahip and Long-Term Care Certifications. In addition, I have attained my Financial Paraplanner Qualified Profession and Retirement Income Certified Professional designations. I received my Bachelor of Science degree from Elizabethtown College and a Master of Education degree from Kutztown University. Possessing a Master of Education, I can help make the complex and confusing topic of Medicare simpler for you to understand. As well as empower individuals to make an informed decision on ways to cover the costs of long term care.
Getting to know Me:
I have been blessed with a wonderful family. My four children continue to enrich my life each and every day. I am so grateful for the love and support of my family and friends. In my spare time I enjoy running, exercising, baking, and spending time chatting with the ones I love most.

Capital Planning has served clients since 1994.

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