Make decisions with confidence, with a virtual financial analysis at your convenience! Who says money management can't be easy and convenient?
This financial analysis package is for two meetings (via web conferencing) with a CERTIFIED FINANCIAL PLANNER practitioner. It includes identification of retirement objectives, projections of needs and resources, and personalized investment portfolio recommendations.
Our team focuses on working with healthcare providers, business professionals and the LGBTQ community.
Item Special Note
Implementation of recommendations can be done with the company of your choosing and may result in fees and/or commissions separate from this analysis. This offer is not available to current or past Planning for Good or Baystate Financial clients. Meetings will be held via web conferencing. Recipient must contact us directly to book an appointment. Your analysis is to be completed within one year of the charity event for which this was donated. Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Mailing address: 501 Wampanoag Trail, #200, E. Providence, RI 02915. Planning for Good® and the puzzle heart logo are registered trademarks. Copyright © 2019 by Karen Melo Ticas, CFP®, RICP®. All rights reserved. CRN202203-262140