Jane Cyr, a lifelong Massachusetts resident, started in the financial services industry in 2003, primarily educating businesses and their employees on the importance of proper employee benefit packages. In 2016, as a more seasoned professional, she expanded her business to help both business and individual clients with additional financial strategies that aid her clients achieve financial security. They do this through several holistic strategies that utilize tax-free wealth accumulation, risk mitigation and distribution tools.

Throughout her client meetings over the years, she realized many people understand how important it is to save for retirement; however, many people don’t understand what is best for them to do during the distribution phase of retirement. People retiring today have so much they need to figure out for themselves. This is where she can come in to serve her clients and what prompted her to partner with Paraclete Wealth Management in 2024, through which she has access to tremendous resources to use to create better futures for her clients.

Jane loves educating her clients and implementing unique solutions for each client’s needs and goals. These strategies help her live up to her husband’s nickname for her, “Happy Helpful.” She enjoys giving back through service both personally and professionally and is a lifelong learner. Additionally, Jane serves as a member of the Society of Financial Awareness, a non-profit organization, whose mission is to end financial illiteracy across America.