Description
This financial analysis includes two meetings with a qualified financial planner, identification of retirement objectives and personalized investment portfolio recommendations. You will also receive access to an account aggregation website, Personal Financial View, for one year. 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.
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.
Special Note:
This offer is not available to existing Baystate Financial clients. Metropolitan Life Insurance Company New York, NY 10166 (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. Tel.: (401) 432-8805. Email: kmelo@baystatefinancial.com. Primary office: 401 Wampanoag Trail, #100, E. Providence, RI 02915. We will gladly meet with clients at any of our Massachusetts or Rhode Island offices or via web conferencing. Winner must contact us directly to book an appointment. (L0115408791)