Jane Evelyn (CFP®)

Jane Evelyn focuses in the
following client markets or areas of practice:

  • Business Owners
  • Hourly
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

At Beck Bode we help clients build and preserve their wealth.  My experience has been in tax planning and working with wealthy clients in the creation of income generating and growth portfolios while guiding them through insurance and estate planning, as well as planning for retirement.  Beck Bode's excellent research is used to build portfolios that are suitable for my clients thus freeing my time for my clients' other financial planning needs.  

 

 

NAPFA Start Date

March 08, 2011

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This Office

858 Washington St Ste 100 Dedham, MA 02026-6099 Phone: (617) 209-2224

Other Offices

PO Box 7183 Cape Porpoise, ME 04014-7183 Phone: (508) 561-9125
477 Congress St Fl 5 Portland, ME 04101-7409 Phone: (207) 517-5115