Business Services

Your business is your passion,

helping you protect it is mine.

 
Your business is your family’s lifeblood; a pillar in your community. My goal is to help you stay focused on the task at hand — running your business — while together in concert with your trusted advisors, helping to create a financial road map for the long-term success of your business.
  • Business financial planning
  • Succession planning
  • Financial Wellness Strategies
  • Employer Sponsored Financial Education Programs
  • Group Benefits
  • Key Person Insurance
  • Key Executive Benefits

I help business owners identify and prioritize the protection and financial strategies that are critical to the ongoing success of the business — throughout every stage of the business. Most businesses evolve through four distinct stages, Start-up, Growth, Maturity and Transfer. Depending upon the stage your business is in, there are different business planning needs that we can work together to help address.

 

The information provided is not written or intended as specific tax or legal advice. Baystate Financial, its employees and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.