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Jonathan Hiltz, CFP®

Baystate Financial Services

75 Leighton Rd
Bldg 3
Falmouth, ME 04105
Phone: (207) 770-2004
Fax: (207) 470-1999

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Household Income Minimum: $75,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Insurance
  • Job Loss
  • Retirement
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Special Needs

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.