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Jane Bourette

Phone: 508.945.7500
Fax: 508.945.7570
Mobile Phone: 508.864.4448
E-mail: 

 

Jane Bourette started Coast to Coast Financial Planning to help people with retirement income, long-term care and leaving the legacy they plan for. 

Jane is an Ed Slott Master Elite Advisor* after completing his IRA workshop for advanced retirement distribution planning. She holds her insurance licenses for annuity, life, and long term care insurance. In addition, she currently serves as an Investment Advisor Representative offering advisor services.

With a positive, energetic and 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 and a founder, current member of Cape Cod Women's Association (CCWA). She serves as a mentor/volunteer/supporter with WE CAN Corporation helping women in transition on Cape Cod. She is also a member of the Chatham and Nantucket Chamber of Commences and an active supporter and volunteer of several non-profits in both locations.

Jane attended UNC/Chapel Hill and Northeastern University. With two grown children, she enjoys many fitness activities such as golf, cycling and yoga.

 

Christina Kemprecos

Phone: 508.945.7500
Fax: 508.945.7570
Mobile Phone: 508.776.5723
E-mail: Christi

 

Christina Kemprecos, CTFA ("Certified Trust & Fin'l Advisor") is a consultant for Coast to Coast. A resident of Harwich and Dennis since 1962, Christi graduated from Harwich High School, and from the Univ. of Massachusetts with a BA degree in Human Development/Elementary Education. In 1992, she graduated from the School of Banking at Williams College; and attained the designation of Certified Trust and Financial Advisor* through the Institute of Certified Banking (“ICB”).  She continues to maintain this certification with 15 hours or more of continuing education every year.

Christi has spent nearly 40 years in the financial advisory services business, beginning her career in Banking and Trust Services.  She worked for 20 years with Cape Cod Bank & Trust Co., first as a Teller and Teller Trainer, and then for the Trust and Investment Division as a Sr. Trust Administrator and Retirement Services Dept. Head.  In 1996 she began her own company – Secure Future Financial Services, Inc. - to fulfill a need to service and teach clients the importance of planning for their futures and especially for the “milestones” of their lives.  She specializes in Retirement Planning and Trust and Estate Planning, more recently with a concentration on Women’s Issues and Education and Special and Supplemental Needs Trusts.

Over the past 35+ years she has been active and served as President or as a member of the  Board of several community and professional organizations including the Harwich Jaycees, the Cape Cod Ski Club, Cape Cod Museum of Art, Cape Cod Women’s Organization, the Dennis Chamber of Commerce, the Estate Planning Council of Cape Cod, and WE CAN.  Like many of her clients, she enjoys boating, skiing, hiking, reading (when time allows!), traveling, and spending time with her grandchildren.  She currently lives in Dennis Port with her (famous writer) husband, Paul and their two cats.

 

 

 

*ABOUT ED SLOTT AND COMPANY, LLC:  Ed Slott and Company, LLC is the nation’s leading provider of technical IRA education for financial advisors, CPAs and attorneys.  Ed Slott’s Elite IRA Advisor GroupSM is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the mastery of advanced retirement account and tax planning laws and strategies.  Slott is a nationally-recognized IRA distribution expert, bestselling author and professional speaker.  He has hosted several public television specials, including his latest, “Retire Safe & Secure! With Ed Slott.”  Visit www.irahlep.com for more information.