This Retirement and Investment Analysis (worth $1,500) includes:
οΒ‚¨ Two meetings with a qualified financial planner
οΒ‚¨ Identification of your retirement objectives, priorities and risk tolerance
οΒ‚¨ Analysis of investments with personalized portfolio recommendations
οΒ‚¨ Projections of retirement needs and resources, including expense and income analysis
οΒ‚¨ Meetings in person and/or digitally via email and conferences calls
Item Special Note
This plan must be completed within one year and may not be exchanged for any other product or service. 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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