Services
Financial Planning Package with Baystate Financial
- Item Number
- 132
- Estimated Value
- 900 USD
- Sold
- 300 USD to jstarke2104
- Number of Bids
- 1 - Bid History
Item Description
This ProAdvice financial planning package includes two meetings with a qualified financial planner from Baystate Financial. Identify your objectives, priorities, and retirement plan; analyze your investments and get personalized portfolio recommendations; review your legal documents and estate planning needs; and get a final written plan with overall analysis and recommendations.
If you want some reassurance that you're on the right track, then this package will help you make decisions with confidence. Karen specializes in working with single women, business professionals, and the LGBT Community.
This package is the perfect way to plan for the future, simplify your finances, and make the most of your income!
Read more about Karen Melo, CFP, ADPA.
Item Special Note
Item must be redeemed by 6/10/2017.
This offer is not available to existing Baystate Financial clients. We will gladly meet with clients at any of our Massachusetts or Rhode Island offices or via web conferencing.
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