Services
Financial Planning Package
- Item Number
- 219
- Estimated Value
- 1500 USD
- Opening Bid
- 275 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 & the LGBT community.
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 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 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 formal 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. With offices throughout New England.
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