Published on Wednesday, July 25, 2012
Jane Bourette, formerly Vice President of Drake, Saunders & Diwinsky Ltd, has established Coast to Coast Financial Planning which will operate out of the same offices at 104 Crowell Rd in Chatham. For now there are no changes planned with existing clients.
Coast to Coast will operate independently although both companies will share staff, resources and offices. “We will continue to complement each other’s knowledge and expertise as needed for the benefit of all clients” says Brian Drake, President of Drake, Saunders & Diwinsky. “Jane has been working with me for seven years and is very knowledgeable about the various retirement income plans we offer.”
To Contact Jane: Telephone 508-945-7500; Email Jane@CtoCFP.com or www.CtoCFP.com
About Jane Bourette
Jane is an accomplished, professional business woman with over 30 years in sales and marketing. With a positive, energetic & consultative attitude, Jane takes great pride in bringing solutions to client’s needs with her attention to detail and reputation for thorough follow up. Jane is especially focused on the growing needs of women through ongoing workshops as well as her volunteer roles as current President of ABWA (American Business Women’s Association) Cape Cod Chapter and mentor/volunteer with WE CAN Corporation.
Jane’s mission statement is “To help clients plan for and live in the retirement years whether they continue to work, volunteer or play so they feel relaxed along the way.” She helps clients plan so they can reach their retirement income goals with customized financial solutions that help address growing concerns about future income tax implications to their accounts, outliving their savings or potential long term care and estate planning needs. In addition, Jane is an Investment Advisor Representative offering advisory services through JWKodak Capital Management. JWKodak has offices in Chatham, MA, Naples, FL and Austin, TX.*
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