COVID-19 UPDATES - We are seeing clients in our offices or at your home/workplace using safe protocals. 

Welcome to Coast to Coast Financial Planning

I would like to personally thank you for coming here to learn more about us. At Coast to Coast Financial Planning, our mission statement is "To help our clients financially plan for and live in the retirement years whether they work, volunteer or play...to feel relaxed along the way." We want you to love what you do, wherever you are, Coast to Coast!

We offer our clients retirement income planning using various investment management* and insurance options with a focus on liquidity & cash flow planning from your assets, business and/or real estate.

Our focus is asset protection planning for retirement income, potential estate and/or long term care expenses. In addition we offer referrals to reputable accounting, legal, LTC, Medicare, mortgage and other business partners.

While based in Chatham, MA we have an additional office on Nantucket as well. Many clients have relocated to or spend time in other locations so with today's technology and ease of travel, we truly are "Coast to Coast"!  

Thank you for visiting and please feel free to call (508-945-7500) or email (Jane@CtoCFP.com) if interested in a discussion or meeting. Jane Bourette

 

Please enjoy this short interview with Jane about our company and what we offer...

 

CHECK OUT OUR NEWS & WORKSHOP PAGES UNDER "ABOUT US" TAB AT THE TOP.

THERE YOU'LL FIND INTERVIEWS ON 97.7 ACK FM ABOUT LONG TERM CARE AND RECORDINGS FROM OUR RECENT WORKSHOPS