Financial Planning Package

• Identification of your objectives, priorities and retirement income needs


• A review of your legal documents and estate plan by one of our attorneys


• A minimum of two face-to-face meetings with a qualified financial planner


• A written plan with analysis and recommendations, delivered as a PDF


• A Personal Financial View website for one year, to help you get organized

Whether you want to get the most from your savings or you want to ensure financial security for you and your loved ones, a financial plan can help you make solid decisions about important financial objectives, such as:

• Simplifying and organizing finances


• Investing and increasing your net worth


• Knowing if you have the income to retire


• Protecting household income


• Reducing the amount of taxes you pay


• Planning for modern family structures & LGBT families

This plan must be completed within 1 year and may not be exchanged for any other product or service.  You may work directly with Karen Melo, CFP or another Baystate financial planner, depending on your location or individual needs and preferences.

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 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: 100 William Street, Suite 300, Wellesley, MA 02481, with offices throughout Massachusetts and Rhode Island.  L0213304392[exp0214][AllStates][DC,GU,MP,PR,VI]