Strategies that point the way to your financial future.

Whatever it is, the way you tell your story online can make all the difference.

As an independent financial services professional, Jane McKenzie provides financial strategies, asset management, and insurance solutions for individuals, families, and small businesses who seek a tailored approach to investment management and risk management scenarios.


rafael-1.jpg

Together, we can navigate the financial waters of your life.

Point Santa Cruz Strategies provides a variety of different services to meet your specific goals. Learn more.


Want to learn more or book an appointment?