Personal Financial View

Welcome to your living plan...

Through a holistic planning approach we can help you coordinate a strategy to accomplish your financial objectives. Integral to this wealth management solution is the personalized web site and custom account services that Baystate provides.

This technology platform, which we call Personal Financial Viewsm , puts all of your key financial data and critical documents at your fingertips. We will work with you on strategy, implementation and ongoing monitoring and updates.

· Personal Account Aggregation

· Up-to-date monitoring of your financial picture

· Investment allocation across all money-types

· Details by holding for asset class and sector analysis

· Secure online “Vault” for documents

Looking for financial planning help?  Check out this video that shows how we can help you simplify your personal financial picture: CLICK HERE

We love this video highlighting financial planning!  Tom Selleck provides the voice.  Let us know what you think!  CLICK HERE

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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