Broker Check


The PlanWell™ Series from Baystate Financial is here to help bolster your HR department and educate your employees — with turnkey onsite and virtual engagements delivered by specially trained professionals at no cost to you or your team. Together with your existing benefit offerings, these sessions allow your employees to get objective information on all the factors that contribute to pursuing one’s financial goals.

Additional engagements tackle subjects ranging from college financing to retirement planning. 

How the PlanWell™ Series works for you and your employees

-A four-part core engagement series helps employees understand how to
SAVE, INVEST, GROW, and PROTECT their wealth on the path to retirement...

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