About the Clarendon Team at Baystate Financial:

While we offer retirement planning, business services, estate and tax planning, education funding strategies, investment management, and insurance products, none of these are “what we do”. At Baystate Financial, our purpose is to assist individuals, families, and businesses in achieving financial independence by serving as their true partner every step of the way.

PlanWell™

Presently, nearly half of American employees are worried about their personal finances. It’s understandable. In school, we were never taught fundamental financial principals like saving, investing, and diversifying assets. And now we’re seeing the long-term effect: employees are looking for financial guidance that employers may not have the time or resources to provide.

PlanWell™ is a financial education curriculum from Baystate Financial designed to help instruct employees on fundamental financial principals like saving, investing, and diversifying assets.