Description
This Retirement-focused Financial Plan includes at least two meetings with a qualified financial planner, cash flow analysis, identification of retirement income needs and personalized investment portfolio recommendations. You will receive a written plan delivered via PDF. We will gladly meet with local clients at any of our MA or RI offices or remotely via web/phone conferencing for clients throughout the United States. Our team specializes in working with business professionals and the LGBT community. Visit our website at www.karen-melo.com for locations and additional details.
Item Special Note
This plan must be completed within 1 year and may not be exchanged for any other product or service. This offer is not available to existing Baystate Financial clients. Metropolitan Life Insurance Company New York, NY 10166 (MLIC). MLIC markets as Baystate Financial. Securities products and investment advisory services are offered through MetLife Securities, Inc. (MSI) (member FINRA/SIPC), and a registered investment adviser. MLIC & MSI are MetLife companies. MetLife and its representatives do not provide formal tax or legal advice. Plan implementation may be completed with the institution of your choice. Tel.: (401) 434-4560. Office: 401 Wampanoag Trail, #100, E. Providence, RI 02915, with additional offices throughout Massachusetts. We will gladly meet with clients at any of our Massachusetts or Rhode Island offices or via web conferencing. L1214405025.