Jerry Facey, CFP®, CLU®, ChFC®
CERTIFIED FINANCIAL PLANNER™ professional

                                                                      

Welcome, and thank you for visiting the website.

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where I come in. I take the time to get to know you and your preferences. I can help you anticipate and prepare for the best—and worst scenarios. The relationship I establish with you enables me to focus on your needs—what you want for your family and what you are currently doing.

 

 

 

 

Preparing for the Future: 

As you develop your financial strategies, be sure to protect your assets and family against life’s uncertainties. There are many considerations to take into account as you approach retirement age. As you develop your financial strategies, be sure to protect your assets and family against life’s uncertainties. There are many considerations to take into account as you approach retirement age. 

Given today’s longer life spans and active lifestyles, you need to ensure you have a steady stream of retirement income. You may also be concerned about contributing to your children or your grandchildren’s college education. Finally, you should establish an estate plan to make sure the assets you’ve accumulated pass on to those you love, according to your wishes. Insurance coverage can provide a solid foundation for your future, protecting you and those who depend on you for financial security. Some basic protection planning now can help ensure you have the income and assets to meet your financial goals in the future.

The Baystate Financial Difference:

Backed by the strength of Baystate Financial, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Baystate Financial are leveraged to provide you with access to a comprehensive variety of products and services.


Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.