Healthcare Professionals & First Responders

We understand the demands of practicing medicine. We know financial matters can slip through the cracks. You take care of everyone else’s physical health; let us help you make your financial health a priority.  At Baystate Financial we understand how to help you protect and provide for yourself and loved ones at every stage of your careers. You have a distinct disadvantage in meeting mid-life financial demands because of delayed entry into the workforce. In addition, you are challenged to pay down hefty student loan debt while making up for the earning-time gap, making expert financial advice a necessity to cover mid-life household expenses and avoid a major shortfall at retirement. We help mid-career professionals develop detailed cash-flow plans, formulate strategies to maximize after-tax returns on investments, and monitor growing wealth.

At a later stage in life, you need a firm grasp of the financial and tax implications of winding down your careers, as well as estate planning, and assuring adequate resources for a comfortable retirement.

You dedicate your life to helping others live healthy, full lives; with our financial guidance, we’ll make sure you get to do the same.