Pleasant Bay sponsor Coast to Coast Financial Planning
Thanks to Jane Bourette of Coast to Coast Financial Planning for her Pleasant Bay sponsorship!
Jane Bourette concentrates on retirement income and asset protection for clients “Coast to Coast” based on Cape Cod, Nantucket and Naples, FL.
She helps clients plan so they can reach their retirement income and estate planning financial goals. With various business partners and customized solutions, she addresses the growing concerns about potential long term care, business succession and estate planning expenses.
Jane has completed the Ed Slott IRA workshops for advanced retirement distribution planning. She holds her insurance licenses for annuity, life and long term care insurance. In addition, she currently serves as an Investment Advisor Representative offering advisor services through JWKodak Capital Management, LLC. JWKodak has offices in Chatham, MA, Naples, FL and Austin, TX.*
With a positive, energetic & consultative attitude, Jane takes great pride in her attention to detail and reputation for thorough follow up. She is especially focused on the growing needs of women through ongoing workshops as well as her volunteer roles with CCWA as former President and current volunteer, and with We Can Corporation as a mentor, volunteer and donor/sponsor helping women in transition.
Jane attended UNC/Chapel Hill & Northeastern University. With two grown children in the Boston area, she enjoys many fitness activities such as golf, tennis & yoga.
*Advisory services offered through JWKodak Capital Management, LLC, a state-registered investment advisor. Coast to Coast Financial Planning, LLC, and JWKodak are separate and non-affiliated companies; however, Jane Bourette is an Investment Advisor Representative with JWKodak Capital Management, LLC.