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Financial Services for Healthcare Providers

Are you a healthcare provider looking to meet with a financial advisor who’s experienced in working with clients just like you?

Karen and her team at Baystate have years of experience in advising healthcare professionals.

We know what it's like to work with individuals facing high student loan debt, business start-up expenses, sudden increases of income, industry changes, hospital mergers and much more.

Whether you’re a solo-practioner, a member of a private practice or an employee at a large institution, we have the knowledge and resources to help you manage and protect your assets.

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We pride ourselves in creating a judgement free zone so we can show you how to better work towards your financial objectives. Below are some of the most common questions we hear from healthcare providers. We can help you answer these questions and more with a simple, event-driven process.

Disability Insurance

Is the group coverage provided by my employer adequate?

Am I covered if I can’t do the particular job I’m trained for?

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Retirement Savings

What are my best options for investing and tax-deferral?

I’m switching employers; what do I do with my previous retirement plan?

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Life Insurance

How much and what kind of insurance do I need?

Can I take my group coverage with me if I join a small practice?

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Financial Planning

Does being self-employed require additional considerations?

How can I keep track of all my accounts and expenses?

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