Coast to Coast Financial Planning

Coast to Coast Financial Planning Helping clients financially plan and live in the retirement years whether they work, volunteer or play ... to feel relaxed along the way.

Love what you do, wherever your are, Coast to Coast. Insurance, investments and advise! ABOUT JANE BOURETTE: Jane is an accomplished, professional business woman with over 40 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 esp

ecially focused on the growing needs of baby boomers through ongoing workshops she co-hosts on Estate Planning and Long Term Care protection. She is a member of the Chatham and Nantucket Chamber of Commerces, volunteers as past President of CCWA (Cape Cod Women’s Association) and also serves as a mentor/volunteer/supporter with WE CAN Corporation as well asother area non-profits.

* 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.

Proud to be a volunteer who delivers these meals
08/11/2026

Proud to be a volunteer who delivers these meals

This is an informative and educational episode, I love working with both Retirment Analyzer and Bob to help clients
08/01/2026

This is an informative and educational episode, I love working with both Retirment Analyzer and Bob to help clients

For most of your clients, 40 to 80% of their total net worth is sit...

In case you missed our SUMMER newsletter...
07/24/2026

In case you missed our SUMMER newsletter...

Email from Coast to Coast Financial Planning In This Issue: Ed Slott Update: Videos: Learn How to Avoid Tax Mistakes Medicare GUIDE program Summer Fundraising Trusted Resource: Cape Cod Wellbeing Byt

Here it is! This year I sponsored a shark for the Chatham Chamber of Commerce & Merchants Association , available to b...
07/03/2026

Here it is! This year I sponsored a shark for the Chatham Chamber of Commerce & Merchants Association , available to bid on #140 at the link in the comments . The sharks and whales are up until August 14th, a must see!
Thanks once again to the very talented Cate Raphael

Do you know someone caring for a loved one at home with dementia? Check this new Medicare program out! https://conta.cc/...
07/02/2026

Do you know someone caring for a loved one at home with dementia? Check this new Medicare program out! https://conta.cc/4eHk1YV

Email from Coast to Coast Financial Planning In This Issue: Ed Slott Update: Videos: Learn How to Avoid Tax Mistakes Medicare GUIDE program Summer Fundraising Trusted Resource: Cape Cod Wellbeing Byt

Have you heard about the new MEDICARE GUIDE program we highlighted in the latest e-newsletter?If you have a loved one at...
07/01/2026

Have you heard about the new MEDICARE GUIDE program we highlighted in the latest e-newsletter?

If you have a loved one at home with a dementia diagnosis, there are now benefits available that may help you as a caregiver. Check out the details on the link to learn more and how to get qualified. It's just a phonecall. And once again, Medicare Advantage plans do NOT qualify. FYI https://www.coasttocoastfinancialplanning.com/long-term-care-options.14.htm

Look for our shark! Photo in comment, painted by the talented Cate Raphael
06/20/2026

Look for our shark! Photo in comment, painted by the talented Cate Raphael

Every summer Kate Gould Park transforms into Cape Cod's largest outdoor art show, and this year is going to be stunning. Local artists, beautifully designed whales and sharks, and a summer long celebration of community and coastal culture running June 16 through August 14.

At the close of the display every piece is auctioned, with 50% going straight to the artist and the rest supporting local nonprofits and Chatham community events. Free to enjoy and meaningful to support!

06/17/2026

Yet another reason to reconsider not using a Medicare Advantage plan…

06/01/2026

I've been working with Bob for several years to help clients tap into their home equity where needed. Let me know if interested and I'll connect you.

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500 E 4th St
Austin, TX
78701

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Monday 9:30am - 4pm
Tuesday 9:30am - 4pm
Wednesday 9:30am - 4pm
Thursday 9:30am - 4pm

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