Strategies for Fiscal Fitness
Taking Control of Your Financial Future |
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Financial Planning |
Prepare yourself for managing risk and taking advantage of investment opportunities. |
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Years of experience have prepared us to guide you through your life transitions. Implementing a financial plan that will serve as a well-organized roadmap for reaching your financial goals. |
TAKE CONTROL OF YOUR |
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START PLANNING YOUR |
Over the years, we have found that many people wait until the eleventh hour before beginning to construct a retirement plan. In fact, many of our retired clients have remarked that they wish they had met us twenty years earlier! We believe that it is never too early to begin planning for your retirement. Whether you just landed your first job, recently got married, had your last child graduate from college, sold your business or were just told your service was no longer needed, and have been encouraged to take an early retirement; it is never too soon to plan. As part of our planning process our team will proactively work with you to develop an individualized financial plan. Your unique plan will offer professional solutions to address your concerns and goals. We will help you integrate your plan with insurance protection, customized asset management, and working iwh your legal and tax professionals*, which is not typically a do-it-yourself endeavor.
We look forward to providing you with the tools and assistance to achieve your financial goals and endeavors.
*Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.
| Michael E. Genetti, CLU, ChFC Financial Planner Financial Services Representative |
David Macdonald Investment Advisor Representative Financial Services Representative |
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| 501 Wampanoag Trail Suite 200 East Providence, RI 02915 |
575 East Main Road Middletown, RI 02842 |
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| Phone: (401) 432-8814 mgenetti@baystatefinancial.com |
Phone: (401)862-6617 dmacdonald@baystatefinancial.com |
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View Our Customer Relationship Summary