Karen Melo, CFP®, ADPASM
CERTIFIED FINANCIAL PLANNER™ Practitioner & Accredited Domestic Partner AdvisorSM
Registered Rep. & Financial Planner, New England Securities

Baystate Financial
401 Wampanoag Trail, Suite 100, East Providence, RI 02915
Office: 401-432-8805 ~ Cell: 508-728-4076
kmelo@baystatefinancial.com ~ www.karen-melo.com
Specializing in planning for business professionals, pre-retirees and LGBT families. 

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 informed decisions about important financial objectives such as:

• Simplifying and organizing finances


• Investing and increasing your net worth


• Knowing if you have the savings to retire


• Protecting household income


• Planning modern family structures


• Reducing the amount of taxes you pay

Financial Planning Package includes:

• A minimum of two meetings with qualified financial planner


• Identification of your objectives, priorities, risk tolerance and retirement income needs.


• Analysis of investments and personalized portfolio recommendations.


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


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