As a financial services representative, my mission is to assist individuals, families, and business owners in defining their financial goals and achieving financial freedom. I am trained and licensed to provide the below financial solutions to prospects and clients.
Brief List of Advisory Services:
✓ Examining Present Situation
✓ Employer Benefits Analysis - NQSO, ISO, RSUs, Deferred Compensation, Pensions, 401k, etc.
✓ Retirement Planning - Wealth Accumulation and Efficient Spend Down Strategies
✓ College Education Planning
✓ Advanced Tax Strategies and Business Owner Services
✓ Estate Legacy Planning
✓ Insurance Needs Analysis
✓ Repositioning Old Accounts, Rollovers, Rebalancing
My goal is to become a lifelong resource to my clients, and am dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, I am able to utilize the team approach and draw upon the wealth of knowledge of my associates to create custom designed financial strategies for clients.
I am licensed to sell insurance in FL, MA, MD, ME, NH, RI, VA, VT. I am licensed to sell securities in: FL, MA, ME, NH, RI TX, VA, VT. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500