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Jane Bourette concentrates on retirement income planning, life and long-term care insurance. She has completed the Ed Slott IRA workshops for advanced retirement distribution planning.
Jane helps clients plan so they can reach their retirement income goals with customized financial solutions that help address growing concerns about future tax implications to their accounts, outliving their savings or potential long term care and estate planning needs.
She holds her insurance licenses for annuity, life and long term care insurance and currently serves as an Investment Advisor Representative offering advisor services through JW Kodak Capital Management, LLC. JWKodack 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 ABWA (American Business Women's Association) Cape Cod Chapter and as a mentor/volunteer with We Can Corporation helping women in transition.
Jane attended UNC, Chapel Hill & Northeastern University. She has two grown children and enjoys various fitness activities such as golf, tennis & cycling.
In this issue, Jane Bourette writes about Legacy Planning for Women
Think about the eventual destiny of your wealth.