Services
Cash Flow and Insurance Analysis by Karen Melo, CFP, ADPA
- Item Number
- 122
- Estimated Value
- 1500 USD
- Opening Bid
- 100 USD
Item Description
Who says money management can't be fun and convenient?
This Cash Flow and Insurance Analysis includes:
- Two meetings with a qualified financial planner
- Identification of your financial objectives, priorities and risk tolerance
- Analysis of your income, expenses and savings
- Analysis of insurnace coverage including life, disability and long term care
- Meetings in person and/or digitally via email and converence calls
Special Notes:
- This offer is not available to existing Baystate Financial clients.
- We will gladly meet with clients in any of our Massachusetts or Rhode Island offices or via web conferencing.
- Winner must contact Karen Melo directly to book an appointment and analysis must be completed within one year of the chairty event.
- 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
Item Special Note
This offer is not available to existing Baystate Financial clients.
Certificate must be redeemed with Karen Melo, Financial Advisor before May 31, 2019.
Please contact Karen Melo at 401-432-8805 or kmelo@baystatefinancial.com
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