Financial Plan - In person MA and RI or web-conferencing any US state
Item Number: 101
Time Left: CLOSED
Value: $750
Online Close: Nov 19, 2014 9:00 AM EST
Bid History: 0 bids
Description
The ProAdvice retirement-focused Financial Plan includes:
- At least two meetings with a qualified financial planner, Karen Melo, CFP, ADPA
- Identification of your objectives, priorities, risk tolerance and retirement income needs
- Analysis of investments and personalized portfolio recommendations
- A written plan with analysis and recommendations, delivered as a PDF
- Access to your own Personal Financial View website for one year.
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 income to retire
- Protecting household income
- Planning for modern family structures
- Reducing the amount of taxes you pay
For your convenience, we will gladly meet with clients at any of our MA or RI offices or via web conferencing. Learn more at: www.karen-melo.com
Special Instructions
This certificate must be redeemed with Karen Melo, Financial Advisor and Registered Representative, and must be used by 11/7/2015. The value of the certificate may not be applied to 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 additional offices throughout Massachusetts. L0214362856(1214)(MA,RI).
Item includes gift certificate shipping and handling to one US address.