Services
Financial Planning Package - Karen Melo/ Baystate Financial
- Item Number
- 119
- Estimated Value
- 1500 USD
- Sold
- 270 USD to anniecg
- Number of Bids
- 2 - Bid History
Item Description
Karen Melo, CFP in Wellesley MA, offers you a complete financial planning package including:
- Identification of your objectives, priorities and retirement income needs
- At least two face-to-face meetings with a qualified planner
- Analysis of investments and personalized portfolio recommendations
- A review of your legal documents and estate plan
- A written plan with analysis and recommendations
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 affiliated offices and advisors throughout New England and the Tri-state area. Please visit my website http://www.karen-melo.com/ for more information.
Item Special Note
This plan must be completed within 1 year and may not be exchanged for any other product or service. You may work directly with Karen Melo, CFP or another Baystate 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. Karen Melo is a registered representative and financial planner of NES. Office: 100 William Street, Suite 300, Wellesley, MA 02481
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