Stadium Theatre – Auction for the Arts 2018
Auction Ends: May 29, 2018 10:00 AM EDT

Services

Cash Flow and Insurance Analysis by Karen Melo, CFP, ADPA

Item Number
122
Estimated Value
1500 USD
Opening Bid
100 USD

Live Event Item

After the online close, this item went to a Live Event for further bidding.

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