I provide personalized financial planning and help you protect your family, future, and income. Holistic Financial Planning deals with the whole person, not just your portfolio. We specialize in relationship-based planning, taking into consideration your values, goals, and beliefs, to help you shape your financial future.
Over time, we assess the progress you have made, and what changes are needed to help keep you on track. Whether it is a comprehensive plan, or simple strategies, our goal is to inform you of your options, and help execute the ones that take you where you are planning to be.
Over time, we assess the progress you have made, and what changes are needed to help keep you on track. Whether it is a comprehensive plan, or simple strategies, our goal is to inform you of your options, and help execute the ones that take you where you are planning to be.
Services
Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult-perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Founded in 1901 Baystate is one of New England'ss oldest and largest financial services firms offering comprehensive, individualized financial strategies for clients. Baystate'ss broad range of services includes financial planning, business and estate planning, and retirement and special needs planning.
Our job is to help you to identify the goals that will help you get from where you are today to where you want to be. In doing so, you will not only worry less, but will have more time to enjoy what is important to you in your life. I want a better return on my investments. We will examine where your money is now and will offer alternatives that may help you optimize returns for your level of risk.
Our practice specializes in helping women in all stages of life to achieve their financial goals. Throughout their lifetimes women face different obstacles than men-all with unique financial implications. To begin with, women will live longer.
Many experience interruptions from paid work to care for children or an aging relative resulting in a loss of wages, health insurance and other job benefits, and reduced retirement savings and Social Security benefits.Women in the U.S. live extra-long lives, and these "bonus" years may be a blessing of extra living, but also have their costs, including that women's resources must last an extra-long time.
Many experience interruptions from paid work to care for children or an aging relative resulting in a loss of wages, health insurance and other job benefits, and reduced retirement savings and Social Security benefits.Women in the U.S. live extra-long lives, and these "bonus" years may be a blessing of extra living, but also have their costs, including that women's resources must last an extra-long time.
Reviews
Be the first to review Baystate Financial.
Write a Review
