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Personal attention from experienced professionals.  Baystate Financial.

200 Clarendon Street, 19 & 25th Floors

Boston, MA 02116

617-585-4500

baystatefinancial.com

Additional Locations
MA: Boston,  Holyoke, Marshfield, Osterville, South Dennis, Southborough, Wakefield, Wellesley, Worcester

           CT:  West Hartford,  Westport• ME: Falmouth • VT: Colchester
NH: Exeter, Nashua • RI: Warwick, East Providence

© Copyright 2019 Baystate Financial.  All Rights Reserved.

This content cannot be copied without express written consent of Baystate Financial.  Guidance. Insight. Results. is a registered trademark of Baystate Financial and may not be duplicated.

Securities, investment advisory services and financial planning offered through qualified registered representatives of MML Investors Services, LLC  (member SIPC) and a registered investment advisor. Supervisory office: 200 Clarendon St., 19th & 25th Floors, Boston, MA 02116;   Ph: 617-585-4500.   Baystate Financial does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.    Member FINRASIPC    CRN202101-240428

Dave Porter letter to NHMS Council

 

As managing partner, I would like to welcome you to Baystate Financial.  We look forward to growing our relationship with members of the NHMS.

 

As a physician, you have chosen a profession which calls for the highest level of personal commitment; commitment of your time, your energy, and your financial resources to acquire the knowledge and expertise necessary to fulfill your responsibilities to care for the physical and emotional well-being of your patients.

 

Our advisors and dedicated support staff can assist you in getting financially organized, and by utilizing our modeling capabilities, you will access a process through which you can efficiently use your limited time and energy to create a perspective from which you can make informed financial decisions regarding the many complex financial issues in your life.

 

If you have a number of financial concerns which have been relegated to the “back burner”, why not take a close look at Baystate and explore how we can help you get those issues to the “front burner”, where we can provide you with the strategies and resources necessary to create the infrastructure to support a lifetime of financial well-being.

 

 Looking forward to being of service to you.

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A valuable new benefit

to New Hampshire Medical

Society members!

NH Members get 

20% Discount

On Financial Planning Services

Baystate Financial has a proven record of success helping clients achieve their business and financial goals.

We act as advocates for you, your loved ones, business partners and employees. Our intellectual capital will put some of the best minds in the business to work on strategizing your individual plan to ensure that you meet your lifetime and legacy goals. 


Through our holistic planning approach we can help you coordinate a strategy to accomplish your financial objectives. Integral to this wealth management solution is the personalized website and custom account services that Baystate provides. 
We look forward to talking with you more about any of the topics below. 

Financial Planning

YES!  I'd like to schedule a complimentary consultation

Retirement Income Planning

YES! I'd like to schedule a complimentary consultation

Estate Planning

YES! I'd like to schedule a complimentary consultation

Wealth Accumulation

YES! I'd like to schedule a complimentary consultation

Successfully navigate through your many financial options


The Baystate Financial Medical Division * (Baystate MD) was created to specifically address the unique challenges that face physicians and medical practitioners in today’s financial environment. We help medical practitioners, at all stages of their careers, plan for the financial future for themselves, their practice and their families.


Mid Career Practitioners: Breaking Through
Physicians have a distinct disadvantage in meeting mid-life financial demands because of delayed entry into the workforce. Doctors are challenged to pay down hefty student loan debt while making up for the earning-time gap. They need expert financial advice to cover mid-life household expenses and avoid a major shortfall at retirement.

Working with Baystate Financial, mid-career doctors can develop detailed cash-flow plans, formulate strategies to maximize after-tax returns on their investments and monitor their continual progress.


Late Career Practitioners: Meaningful Wealth
Doctors nearing retirement prefer to have a firm grasp of the financial and tax implications of winding down their careers, as well as estate planning and securing adequate resources to enjoy a comfortable retirement. Making realistic assumptions about the future is a key attribute of a quality long-term retirement plan.

 *   Baystate Financial Medical Division (Baystate MD) is a division of Baystate Financial.  MML Investors Services, LLC and Baystate Financial are unaffiliated with the New Hampshire Medical Society. Neither MML Investors Services, LLC, nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

Baystate Financial team

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(603) 314-1148

Managing Associate

BEN MITCHELL

(603) 314-1118

Financial Planner

LOUIS CARDINALE, RICP®

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(603) 314-1119

Financial Planner

SUSAN COOKE, CLTC

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(603) 606-2423

Financial Advisor

MIKE DIMOS