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FINANCIAL PLANNING

Your One-Stop Financial Shop

Take the hassle out of planning. Let our advisors guide you when planning for retirement, creating a portfolio, managing risk, strategizing cash flow, choosing insurance, saving for college, reducing taxes, transferring wealth, and everything in between.

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Retirement Planning


Retirement Planning

It’s never too late to plan for retirement, but securing your future starts with decisions you make today. We'll help you navigate your options—401k, IRA, Roth IRA, 403b, or SEP.

Portfolio & Risk Management


Portfolio & Risk Management

Portfolio customization is a science. Our advisors are experts at allocating your hard-earned dollars and managing your risk simultaneously. Sit back, relax, and let them put in the elbow grease.

Portfolio & Risk Management


Cash Flow Strategies

Where should you be spending, saving, and giving? Put your money to work and your mind at ease knowing what your dollars are doing for you.

Portfolio & Risk Management


Trust & Estate Planning

Leave things the way you'll want them left when you're gone. Tie up loose ends by mapping out a strategy for your legacy. 

Cash Flow Strategies


Insurance Protection

The best way to plan for uncertainty is to protect yourself and your loved ones in the event of injury, incapacitation, or death. We’ll formulate the best insurance plan to guard against anything life throws at you. 

Portfolio & Risk Management


Saving for College

With inflation and always-rising tuition, higher education is more expensive than ever. Your kids are counting on your help. Help them save for their college and set them up for success. Learn more about ESAs and 529 plans with Baystate.