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Retirement/Investment Analysis
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Retirement and Investment Analysis with Financial Advisor, Karen Melo Ticas from Bay State Financial. This package includes the following:
- 2 Meetings with Karen Melo Ticas, CFP, RICP
- Identification of your retirement objectives, priorities, and risk tolerance.
- Analysis of investments with personalized portfolio recommendations.
- Projections of retirement needs and resources, including expense and income analysis.
- Meetings in person and/or via conference calls.
Check out her website below:
Donated By Karen Melo Ticas, Financial Advisor