Financial Planning for Life

Financial planning isn’t just about putting your money where it will get the best return - it’s about making sure your money can help you have the life that you’d like, whether that’s to provide security for you and your family, allowing you to take the holiday of a lifetime, or giving you the retirement you’ve dreamt of and worked for.

At Baystate Financial, we can help you manage your investments and savings to meet your needs. We help you define your priorities for your money, and will use our skill, experience and training to help you meet those goals. Then through a variety of financial methods, we can provide access to secure savings or more speculative investments based on your choice of risk. Key to financial planning is the ability to update your portfolio to suit your changing needs.

The team at Baystate Financial is committed to regularly evaluating your investments to make sure that our financial strategy meets your financial plans.

“Financial Planning is bringing the future into the present so that you can do something about it now.”  - Sean Tucker

Financial plan recommendations can be implemented with the advisor of your choosing.  Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.  Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.