Corporate Retirement Plans Securities and investment advisory services
Corporate Retirement Plans Securities and investment advisory services offered through New England Securities, Corp(NES)(member FINRA/SIPC), a registered investment advisor. 200 Clarendon St., 19th Floor, Boston, MA 02116. 617-585-4500. Baystate Financial Services is not affiliated with NES. Financial Planning Services offered through approved financial planners of NES. Not all representatives can offer all products/services. Please call our office for full details. L0212239627[exp0213][MA,NH] Our Value Proposition Our Process Roles and Responsibilities Baystate Financial Full Service Model
Baystate Financial is a premier, full service financial services firm Founded in 1901, Baystate Financial Services, LLC is one of New Englands oldest and largest privately owned financial services firms, offering comprehensive , personalized financial strategies for individual and corporate clients. Baystate Financials broad range of services includes financial planning, employee benefits, business and estate planning, and retirement and special needs planning. We provide access to a variety of investment and protection products to assist in implementing our clients financial strategies. Baystate Financial is a leader and an innovator through our use of specialists
Baystate Financial has pioneered a new model for financial firms built on a solid infrastructure of product specialists, who share their experience on a wide range of financial issues so that representatives can provide personalized financial strategies to clients. Baystate Financial has a strong work and corporate philanthropy culture Baystate is a strong corporate and community partner dedicated to the clients and communities we serve throughout New England. Baystate participates in a variety of events and activities to help those in need. Our foundation, Baystate Financial Charitable Foundation, through its mission of aiding children and childrens charities, is
committed to giving back to the community, and will continue to expand its philanthropic efforts. Financial planning services only offered through approved financial planners of New England Securities, Corp., a registered investment advisor. Not all representatives are qualified to offer all products and services. Please call our office for full details. www.baystatefinancial.com www.baystatewealth.co m
www.baystatefoundation.com 6 Case Design & Implementation Plan Provider PLAN SPONSOR Alan Bolotin, CLU, ChFC, AEP Financial Representative Senior Financial Planner
Brian Scanlon, CFP Lisa Pike Stacy Parker-Lurie Financial Representative Director of Operations Client Services TPA
Plan Services Plan Sponsor Services BUSINESS PLANNING RETIREMENT PLAN DESIGN David Curylo EMPLOYEE BENEFITS Herb Daroff, JD, CFP Rick Petrucci, JD, CPA, CFP Thomas OConnor, JD, Ed Bleiler
Michelle Ludka Participant Services Employee Education Financial Planning Neil Blicher, CFP Sean Brennan Caitlin DeSoye Ben Hamblen Investments
Greg Pinto, MBA, CLU, ChFC, CFP John Cogswell, CFA Joe Davies CFP Annuities Mark McManus Bryan Morrell Protection Planning Robert Piatelli - Life Insurance Jerry Facey Disability Insurance Patricia Trombley Ball LTC Insurance
Retirement Plan Services: Team Members Alan C. Bolotin, CLU, ChFC, AEP Financial Representative and Senior Financial Planner Alan Bolotin leads our business and individual financial planning practice. As a Senior Financial Planner with New England Securities, with 20 years of experience in the financial services industry, Alan brings a wealth of experience and knowledge in working with closely-held businesses, business owners and executives. Alan graduated from the University of Massachusetts with a degree in Finance. He holds his Series 7 license for all general securities, his Group Life and Health License and is also registered as an IAR (Investment Advisor Representative) through New England Securities. Alan holds the professional designations of Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Accredited Estate Planner. Alan focuses on building long-term relationships with individuals, families and business to help them design solutions to reach their financial objectives. Alan utilizes a team approach to
coordinate the design and implementation of each clients financial strategies. 8 Retirement Plan Services: Team Members Brian Scanlon, CFP Financial Representative, Director of Plan Services Brian leads our Retirement Plan Services team at Baystate Financial. He brings a diverse background in the areas of Practice Management and personal financial strategies, equipping him to assist our clients in managing their retirement plans and providing education to participants in retirement planning and investment strategies. Brian received his BA in Biology from Harvard University and has worked in the financial services industry for the past 7 years. He holds his Series 7 license for all general securities, his Group Life and Health License and is also registered as an IAR (Investment Advisor Representative) through New England Securities. In addition to his licenses, Brian is a CERTIFIED FINANCIAL PLANNER professional .
Brian works with TPAs in Plan Design analysis and with Plan Providers in evaluating Investment options. He coordinates our Annual Plan Reviews and works with our clients in fulfilling their fiduciary responsibilities to the plan, keeping regular contact with our clients to ensure that everything is working as smoothly and efficiently as possible. 9 Retirement Plan Services: Team Members Neil Blicher, CFP Financial Representative and Senior Financial Planner Neil Blicher is a senior financial planner with New England Securities, with over 15 years of experience in the financial services industry. He received his Bachelor of Arts from Wesleyan University in 1989 and his Masters of Management for the Kellogg School of Management in 1994. Neil is a CERTIFIED FINANCIAL PLANNER professional and is Series 6, 63 and 7 securities registered. He is also licensed for life, accident and variable insurances.
Neils focus is providing individuals, families and business owners with financial strategies for the accumulation, protection and distribution of wealth. He is involved with MetLifes Retirewise program with provides a detailed education program on retirement planning to companies and organizations, and available to conduct Participant Group Education meetings or meet with Participants individually to provide education concerning the retirement plan and other areas of financial concern or interest. 10 Retirement Plan Services: Team Members Stacy Parker-Lurie Retirement Plan Services: Stacy is our Retirement Plan Coordinator, serving as a liaison for Plan and Participant services. Stacy provides support for our clients Plan Administrators, as well as assisting participants with questions about their retirement account. She holds her Series 6 and 63 licenses for all general securities, enabling her to make important
contributions to the analysis of Plan Investment options and educating participants on portfolio options. She brings 14 years of experience in the financial services industry, focused in particular on retirement plan services and administration. Lisa Pike - Client Services: Lisa is our teams Client Services Manager, working with all areas of the practice and interfacing with clients on all service items and questions. She is proactive in coordinating the scheduling of all meetings and quick to direct participant questions, ensuring that they get the answers they need. Her strengths of problem solving with a determination to follow through make her perfectly equipped to be our clients point of contact for day-to-day service management and concerns. Initial Consultation Fact Finder Plan Provider Search
Category/ Question Walnut Street Securities January 1, 20XX Current Provider Vendor A Vendor B Vendor C
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Asset Allocation Questionnaire Contact Information Alan C. Bolotin, CLU, ChFC, AEP [email protected] 781-876-4101 ______________________________________ Brian Scanlon, CFP [email protected] 781-876-4107 ______________________________________
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