We offer our clients retirement income planning using various options and strategies. Our focus is on asset protection planning for retirement income, potential estate and/or long term care expenses with the latter our specialty with many options available. In addition we offer referrals to reputable accounting, legal, LTC, Medicare, mortgage and other business partners.
While based in Chatham, MA we have an additional office on Nantucket as well. Many clients have relocated to or spend time in other locations so with today's technology and ease of travel, we truly are "Coast to Coast"! Check out Jane's latest interview with 97.7 ACK FM radio on Long Term Care on SPOTIFY or APPLE podcasts.
While based in Chatham, MA we have an additional office on Nantucket as well. Many clients have relocated to or spend time in other locations so with today's technology and ease of travel, we truly are "Coast to Coast"! Check out Jane's latest interview with 97.7 ACK FM radio on Long Term Care on SPOTIFY or APPLE podcasts.
Services
Jane Bourette concentrates on retirement income, long term care and estate financial planning. She helps clients plan so they can reach their retirement income goals with customized financial solutions that help address growing concerns about outliving their savings and planning for potential long term care and estate planning needs.
Statistically, at some point every woman will be responsible for her household financial decisions. So join us as we present a workshop on the very basics of financial literacy and investing. Learn how to handle your finances so you can focus your energy on the important people and goals in your life.
Feel free to visit these web sites. Aflac - Supplemental Insurance and supplemental income policies for small businesses (3 or more employees) and some individuals. Sign up for weekly e-newsletters there, too, to stay on top of business, real estate and demographic trends on Cape Cod and the south shore!.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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