Foundation for Belmont Education – FBE 2014 - 15th Annual Spring Fundraiser
Auction Ends: Mar 30, 2014 10:00 PM EDT

Services

Financial Planning Package

Item Number
1160
Estimated Value
1500 USD
Opening Bid
250 USD

Item Description

This Financial Planning Package includes:

  • At least two meetings with a qualified financial planner
  • Identification of your objectives, priorities and retirement income needs
  • 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 if you have the income to retire
  • Protecting household income
  • Reducing the amount of taxes you pay
  • Planning for modern family structures & LGBT families

We will gladly meet with clients at any of our Massachusetts or Rhode Island offices or via web/phone conferencing. Please visit our team's website at www.karen-melo.com for locations or contact us for details.

Item Special Note

  • This plan must be completed within one 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 individual needs and preferences.
  • This offer is not available to existing Baystate Financial clients.
  • 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. New England Securities does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.
  • Karen Melo is a registered representative and financial planner of NES. Office: 401 Wampanoag Trail, #100, East Providence, RI 02915. L0213304392[All States]

Donated By:

We would like to thank our sponsors....

2013-2014 FBE Investors in Education ($5,000 or more)