Description
This Financial Planning Package Includes:
- Identification of your objectives, priorities and retirement income needs
- At least two face-to-face meetings with a qualified financial planner
- Analysis of investments and personalized portfolio recommendations
- A review of your legal documents and estate plan by one of our attorneys
- A written plan with analysis and recommendations, delivered as a PDF
Whether you want to get the most from your savings or you want to ensure financial security for you and your loved ones, a financial plan can help you make solid decisions about important financial objectives, such as:
- Simplifying and organizing finances
- Investing and increasing your net worth
- Knowing how much savings you need for retirement
- Protecting your current household income
- Reducing the amount of taxes you pay
- Planning for modern family structures & LGBT families
We have Baystate Financial offices throughout New England and affiliated offices in major cities throughout the East Coast. Please visit my website at www.karen-melo.com for locations or contact us for additional information.
Item Special Note
This plan must be completed within 1 year of purchase and may not be exchanged for any other product or service. You may work directly with Karen Melo or another affiliated financial planner, depending on your location or individual needs and preferences.
Securities products and investment advisory services are offered by New England Securities Corp., (NES)(member FINRA/SIPC), a registered investment advisor. Baystate Financial is not affiliated with New England Securities Corp. Please consult your accountant or attorney for detailed tax or legal guidance. Karen Melo is a registered representative and financial planner of NES. Head Office: 200 Clarendon Street, 19th Floor, Boston, MA 02116. With additional Baystate offices throughout New England and affiliated offices in major cities throughout the East Coast.
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