BUY IT NOW BARGAIN - Financial Planning Package
Item Number: 301
Time Left: CLOSED
Description
BUY IT NOW ITEM.
This Financial Planning Package Includes:
- At least two meetings with a qualified financial planner;
- Identification of your objectives, priorities and retirement income needs;
- Analysis of investments and personalized portfolio recommendations;
- A review of your legal documents and estate plan by one of our attorneys;
- A written plan with analysis and recommendations, delivered as a PDF.
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 & the LGBT community
We will gladly meet with clients at any of our Massachusetts or Rhode Island offices or via web/phone conferencing. Please visit our team's website at www.karen-melo.com for locations or contact us for details.
Special Instructions
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 individual needs and preferences. 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.
PLEASE NOTE THAT THIS IS A FUNDRAISING EVENT AND THERE ARE NO REFUNDS.
All winning bidders will be charged a transaction fee of 5% of their bid to cover a portion of the 9% auction transaction fees that are charged to Franklin by BiddingforGood. We thank you for helping with this and supporting the school.
Checks preferred for payment. Checks to be made out to FRANKLIN PTO. Credit Cards (visa, mc) accepted, instructions for using credit cards will be in winner’s email.
Do pickup (below) or Mail Checks to: JULIET HARRISON, FRANKLIN PTO, 160 RANDLETT PARK, WEST NEWTON, MA 02465. We will mail items upon receipt of payment.
If You Wish To Pickup: We will be at the top of the stairs INSIDE Franklin Elementary on Wednesdays (March 19, March 26 and April 2) from 8:20-8:40a.m. to distribute winner’s items and collect payment. We are happy to make alternate pick up/collection arrangements as necessary, just email us to arrange.