Mike is a financial planner that brings over 30 years of experience to his clients. The focus of Mike's practice is providing his clients who are individuals, families and closely held businesses, financial solutions for the accumulation, protection and distribution of wealth. With a team of specialists at Baystate Financial, Mike is able to help his clients achieve financial success through a comprehensive financial planning process. Mike is involved in Baystate Medical Division which partners with Mass Medical Society / PIAM and Mass Hospital Association to work on the unique challenges that face physicians and medical practitioners in today's financial environment. Mike is also a frequent speaker on various financial topics at local companies, organizations and industry groups. He holds both the Chartered Financial Consultant (ChFC) designation and the Retirement Income Certified Professional (RICP) through the American College.My Focus is: Personal Financial Needs:* Wealth Management* Insurance Planning* Retirement Planning Strategies* Estate Conservation StrategiesPlanning for Small Businesses:* Business Succession Strategies* Key Executive Benefit Planning* Key Person Insurance* Qualified retirement planning including 401k's, 403b's, Pension and Profit Sharing Plans.* Group Benefit Plans
Listed skills include Financial Planners, Wealth, Retirement Planning, Wealth Management, and 9 others.