Retirement and Investment Analysis Focused Financial Plan
Item Number: 116
Time Left: CLOSED
Value: $750
Online Close: Oct 24, 2015 9:30 PM EDT
Bid History: 0 bids
Description
Retirement and Investment Analysis focused Financial Plan
Need some reassurance that you're on the right track?
Want to check your accounts and strategies for "red flags" and opportunities for improvement?
Looking for ways to reduce taxes and potentially leave a legacy?
Hoping to "test the waters" with another wealth manager, without cost or obligation?
This Retirement-focused Financial Plan includes at least two meetings with a qualified financial planner, identification of your retirement objectives, priorities, risk tolerance and income needs. Analysis of investments with personalized portfolio recommendations. Access to your own account aggregation website, Personal Financial View, for one year.
You will receive a written plan delivered via PDF. We will gladly meet with local clients at any of our MA or RI offices or remotely via web/phone conferencing for clients throughout the United States. Our team specializes in working with business professionals and the LGBT community. Visit our website at
www.karen-melo.com for locations and additional details.
Special Instructions
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. 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. L0214362856