Need reassurance that you're on the right track financially? Looking to build strategies for your future, reduce taxes and leave a legacy? This Retirement and Investment Analysis by Baystate Financial's Karen Melo includes:

• Two meetings with qualified financial planner Karen Melo


• 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