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Jane W. Evelyn, CFP®

Dover Hills Financial

33 Cedar Hill Rd
Dover, MA 02030-1628
Phone: (508) 785-1317
Fax: (508) 785-2035

Web site

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

About My Practice

Jane is a NAPFA Registered Investment Advisor and the owner of Dover Hills Financial, an independent, fee-only registered advisory firm, founded in 2002. Located in Massachusetts, Dover Hills Financial offers individualized, comprehensive financial planning and investment management services, serving families and businesses nationwide. 

Jane’s expertise includes tax planning and the creation of income generating portfolios. Dover Hills Financial focuses on managing volatility and risk utilizing exchange traded funds (ETFs), individual bonds and dividend paying stocks. We have multiple sources providing us with currently available taxable and non-taxable bonds. For clients interested in utilizing options in their portfolio, Dover Hills Financial works with an options specialist who can provide the expertise in this area. We choose among the many exchange traded fund choices available to us to form the mainstay of our growth oriented portfolios.

Dover Hills Financial tailors its services to the individual client, addressing the specific needs of each of its clients, whether an individual, family or business. To adequately address these needs we encourage our clients to begin their relationship with us with a comprehensive financial plan. Since 1995, Jane has been working with successful individuals, business owners, trusts and retirees to enhance and preserve wealth.

Specialties

Income generation and wealth preservation

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - NAPFA-Registered Financial Advisor
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.