We are a holistic financial planning firm, providing consultations to households & business owners. Areas of focus include:
-Retirement & Income Planning
-Investments
-Tax Planning
-Insurance (Life, Disability, Medicare)
-College Education Planning
-Estate Planning
-Business Succession Planning
-Group Benefits / 401(K)
-Executive Compensation Plans
As a fiduciary & CERTIFIED FINANCIAL PLANNER™, I incorporate a team of in-house specialists, depending on case complexity & the scope of service.
Please reach out for an introduction.
John Foley, CFP
(413) 301-4579
jfoley@baystatefinancial.com