While we offer retirement planning, business services, estate and tax planning, education funding strategies, investment management, and insurance products, none of these are “what we do." At Baystate Financial, our purpose is to assist individuals, families, and businesses in achieving financial independence by serving as their true partner every step of the way.
A financial plan can provide clarity and direction around your personal, professional, and financial goals. This is not a product or investment. While developing your plan, we may consult with your other advisors (CPA, attorney, etc.).
A fee-based financial plan can help you with:
A customized portfolio utilizing asset allocation strategies can help manage market risk and provide a disciplined approach to investing.
Some unique qualities of asset management:
The purchase of financial instruments can help address relatively simple needs.
*Implementation of specific products or services may result in commissions or fees outside of the scope of a financial planning fee