Professional Services
Financial Planning Package
- Item Number
- 112
- Estimated Value
- 1500 USD
- Opening Bid
- 100 USD
Item Description
This Retirement and Investment Analysis Planning includes:
- Two meetings with a qualified financial planner
- Identification of your retirement objectives, priorities and risk tolerance
- Analysis of investments with personalized portfolio recommendations
- Projections of retirement needs and resources, including expense and income analysis
- We can complete this process in person and/or through an online digital experience
An Educational Process That Includes...
- Introductory Conference Call
- Identifying Resources & Circumstances
- Analysis & Recommendations
- Strategy Implementation
Need some reassurance that you’re on the right track?
- Want to check your accounts and strategies for “red flags” and opportunities for improvement?
- Looking for ways to reduce taxes and potentially leave a legacy?
- Need more choices and flexibility in your retirement plan?
- Hoping to “test the waters” with a professional, without cost or obligation?
Make decisions with confidence.
Item Special Note
This certificate must be redeemed with karen Melo, CFP, ADPA and must be used by November 15, 2018.
The value may not be applied to any other product or service. Please contact the advisor directly at (401) 432 – 8805 or kmelo@baystatefinancial.com to make an appointment.
This offer is not available to existing Baystate Financial clients. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, Inc. Member SIPC. Primary office: 401 Wampanoag Trail, #100, E. Providence, RI 02915. Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116, 617-585-4500. 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. L0716471978
No returns or exchanges.
A 4% handling fee will be added to the winning bid to help cover costs associated with running the auction, so more of your donation goes to funding the Cancer Community Center's programs and services.
Shipping of item, if needed, is not included in bid price.
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