Fiscal Fitness For Your Life
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.
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.
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.
Nashua, NH Office
Benjamin Mitchell
Managing Director, Financial Advisor
Susan Weidner Cooke, M Ed, CLTC®
Financial Planner, Investment Advisor Representative
East Providence, RI Office
Michael Genetti, CLU®, ChFC®
Financial Planner, Financial Services Representative
mgenetti@baystatefinancial.com
As a Financial Planner, Mike assists individuals, families and business owners in defining their financial goals and achieving financial freedom. At Baystate Financial, Mike is able to utilize the team approach and draw upon the...