Baystate Financial Services
BAYSTATE FINANCIAL SERVICES

Hello, and welcome to my web site. I am a Financial Planner and Registered Representative of New England Securities Corp.  Wanting to help people is what first attracted me to the financial services industry, and that is what has kept me going throughout my career.


 

I work to help clients set aside funds for their future in a cost effective and tax efficient manner, while protecting their accumulated assets.


 

Whether you are interested in protection for your family, education funding for your children, a secure retirement, or the growth of your business, I want to help you achieve your goals by designing a financial strategy specific to your needs.


 

If I can be of assistance to you, your family, or your business in helping to make any financial goal a reality, please contact me.


 

 

I am licensed and registered to offer products and services in [ME]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

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