Services
Scott provides ongoing professional advice to investors while helping them meet their individual investment objectives. He is able to do this by offering objective financial advice on a fee basis. This method of compensation allows him to adjust your investment portfolio without requiring you to pay commissions on individual transactions. Working on a fee basis allows Scott to provide individual client customization – It's all about you. Because every client's financial goals and objectives are unique, Scott and Baystate Financial offer each client a customized solution through a comprehensive suite of services, including:
Customized Wealth Management Programs
- Asset Management
- Comprehensive Financial Planning1
- Protection Strategies (including Annuities)
- Retirement Strategies
- Life and other Insurance Products
- Education Funding Strategies
The investment services provided include:
- Tax-advantaged investing – to reduce your tax liability and let more of your money work for you;
- College funding strategies – long-term planning to ensure you're ready when your children are;
- Retirement planning – to design an investment strategy to help you meet all of your retirement goals;
- Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustments as needed;
- Variable and fixed annuities;
- Life Insurance – Ensuring you and your family are protected as well as for estate planning purposes.
- Non-Traded Real Estate Investment Trusts – to help diversify your portfolio with the goal of preserving capital while providing income and growth.
Any discussion of taxes is for general informational 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.