Broker Check

NHMS - Fiscal Fitness For Your Life

The Baystate Financial Medical Division was created to specifically address the unique challenges that face physicians and medical practitioners in today’s financial environment. They help medical practitioners, at all stages of their careers, plan for the financial future for themselves, their practice and their families. The team at Baystate Financial MD offers a variety of financial strategies and management services specifically geared to the medical professional and can custom tailor a plan to meet your individual needs.

 

Taking Control of Your Financial Future

Prepare yourself for managing risk and taking advantage of investment opportunities.
TAKE CONTROL OF YOUR FINANCIAL FUTURE TODAY!

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Financial Planning at Baystate

Years of experience have prepared us to guide you through your life transitions. Implementing a financial plan that will serve as a well-organized roadmap for reaching your financial goals. 

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New Hampshire PHYSICIAN

Read recent articles from NH Physician - newsletter.

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

<strong>Successfully navigate through your many financial options</strong>

Successfully navigate through your many financial options

The Baystate Financial Medical Division (Baystate MD) was created to specifically address the unique challenges that face physicians and medical practitioners in today’s financial environment. We help medical practitioners, at all stages of their careers, plan for the financial future for themselves, their practice and their families.

<strong>Mid Career Practitioners: Breaking Through</strong>

Mid Career Practitioners: Breaking Through

Physicians have a distinct disadvantage in meeting mid-life financial demands because of delayed entry into the workforce. Doctors are challenged to pay down hefty student loan debt while making up for the earning-time gap. They need expert financial advice to cover mid-life household expenses and avoid a major shortfall at retirement.

Working with Baystate Financial, mid-career doctors can develop detailed cash-flow plans, formulate strategies to maximize after-tax returns on their investments and monitor their continual progress.

<strong>Late Career Practitioners: Meaningful Wealth</strong>

Late Career Practitioners: Meaningful Wealth

Doctors nearing retirement prefer to have a firm grasp of the financial and tax implications of winding down their careers, as well as estate planning and securing adequate resources to enjoy a comfortable retirement. Making realistic assumptions about the future is a key attribute of a quality long-term retirement plan.

Susan Weidner Cooke, M Ed, CLTC®

Susan Weidner Cooke, M Ed, CLTC®

Financial Planner, Investment Advisor Representative

603.314.1119

Michael Genetti, CLU®, ChFC®

Michael Genetti, CLU®, ChFC®

Financial Planner, Financial Services Representative

(401) 432-8814

Abigale Shields

Abigale Shields

Director of Financial Planning, Personal Financial View

Herbert K. Daroff

Herbert K. Daroff, J.D.*, CFP®, AEP®

Agency Director - Estate and Business Planning

Alan R. Roycroft

Alan R. Roycroft

Senior Vice President - Investments

Glenn Noland, ChFC®, CLU®

Glenn Noland, ChFC®, CLU®

Advanced Markets Director

Jason M Bourdeau

Jason M Bourdeau

Agency Director - Advanced Markets