Jane  Evelyn

Jane Evelyn

| CFP®

Beck Bode Wealth Management

508-561-9125

Contact Me

Fee Only Financial Planner Located in Dedham, MA and Kennebunk, ME, and serving clients nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

Our Other NAPFA Members

Visit Us

858 Washington St. Suite 100
Dedham, MA 02026

PO Box 7183
Cape Porpoise, ME 04014

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Jane Evelyn is a Kennebunkport, ME Fee-Only Financial Planner serving Kennebunkport and all surrounding areas. Beck Bode Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Jane Evelyn is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Jane Evelyn is a Fee Only Financial planner with Beck Bode Wealth Management in Dedham, Massachusetts and Kennebunkport, ME.  Jane Evelyn is a NAPFA-Registered Financial Advisor with 20 years experience as a personal financial advisor.  Tax planning and retirement planning, as well as cash flow and budgeting are important aspects of my work with individuals and businesses, as well as insurance planning and estate planning. 

When investing at Beck Bode, we leverage insight from the industry’s most valued analysts about the future, not the past, and then, most importantly, have the expertise to use that information properly.  Our investment strategies help to bring Wall Street to Main Street enabling all individuals to benefit.

Jane can be reached at 508-561-9125 or by email at jane.evelyn@beckbodewealth.com.

 

 

Read More...

Our firm was created to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught us what works for clients — and what doesn’t.  And, that traditional financial environments aren’t agile enough to address today’s ever-changing financial landscape or uncover the vast global investment opportunities that exist.

Our clients’ successes are built on exceptionally personal experiences that embody a “hands on” approach, and a time-tested investment methodology. The firm’s success is built on providing clients with what they really need – responsiveness, care and guidance for long-term investing success.

Read More...