Will Englandemail
One Marina Park, Suite 1600
Boston, MA 02110
Professional Story
As a financial services representative, my mission is to assist individuals, families, and business owners in defining their financial goals and achieving financial freedom. I am trained and licensed to provide the below financial solutions to prospects and clients.
Brief List of Advisory Services:
✓ Examining Present Situation
✓ Employer Benefits Analysis - NQSO, ISO, RSUs, Deferred Compensation, Pensions, 401k, etc.
✓ Retirement Planning - Wealth Accumulation and Efficient Spend Down Strategies
✓ College Education Planning
✓ Advanced Tax Strategies and Business Owner Services
✓ Estate Legacy Planning
✓ Insurance Needs Analysis
✓ Repositioning Old Accounts, Rollovers, Rebalancing
My goal is to become a lifelong resource to my clients, and am dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, I am able to utilize the team approach and draw upon the wealth of knowledge of my associates to create custom designed financial strategies for clients.Hobbies
Travel
Golf
Hockey
Fitness
Languages:
- English
- French
Credentials:
- AWMA®
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- College Funding Strategies
- Charitable Giving
- Group Benefits
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Financial Education
- Retirement Strategies
Check the background of this investment professional on FINRA's BrokerCheck
See Will’s Licenses and Disclosures