Beck Bode Wealth Management
Fee Only Financial Planner Located in Dedham, MA and Kennebunk, ME, and serving clients nationwide
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 firstname.lastname@example.org.
Jane Evelyn is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jane Evelyn is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jane Evelyn is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Jane Evelyn is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jane Evelyn
858 Washington St. Suite 100
Dedham, MA 02026
PO Box 7183
Cape Porpoise, ME 04014