Northshore Magazine

April 2015

Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.

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Page 109 of 204

Securities and investment advisory services offered through Metlife Securities, a broker-dealer (Member FINRA/SIPC) and a Registered Invest- ment Advisor. Branch address: Baystate Financial, 200 Clarendon St., 19th Floor, MA 02116. Phone (617)585-4500. Baystate Financial and Metlife Securities are not affiliated entities. L0213306149[exp0216][AZ, CA, CT, FL, MA, ME, NH, NJ, NY, RI, TX, VA, VT] Steve has 20 years of experience in the financial services industry. He is the director and founder of Baystate Finan- cial's Retirement Plan Service Depart- ment managing over $400 million in re- tirement plan assets. Baystate Financial has over 112 years of leadership in the financial services industry. Steve began his career in 1993 and since that time he has been successfully working with cli- ents throughout the New England Area. Under Steve's leadership, the Baystate Retirement Plan Service department pro- vides a variety of retirement plan consult- ing services. These include plan design reviews, fee benchmarking and invest- ment analysis – all designed to accom- plish the mission of helping his business clients and staff protect themselves from personal and corporate financial liability, while enhancing retirement outcomes for their employees. Steve uses a two-stage process that works with corporate retirement plan sponsors in implementing his own 6-Step Retirement Plan Management System that helps employees prepare for a suc- cessful retirement. Stage two consists of personal retirement planning that assists clients in navigating the retirement tran- sition process. This approach helps them to define, implement, and monitor a prac- tical retirement income and wealth pres- ervation strategy that reduces financial anxiety. The Retirement Plan Industry has acknowledged Steve's expertise. The 401k Wire named him one of the 300 Most Influential Advisors in the Defined Contribution Retire- ment Plan Industry and a Top 100 Retirement Plan Advisor by Plan- sponsor Magazine. Steve has been a featured lecturer for the Financial Planning Association, an instructor for The Boston Tax Institute and has been quoted in financial pub- lications to include: Investment News Daily, Registered Rep Magazine and The Wall Street Transcript, sharing his insights on retirement planning. Mr. Cunha received his BA in Eco- nomics and has earned several profes- sional designations to include: CER- TIFIED FINANCIAL PLANNER™, Certified 401(k) Advisor, Chartered Life Underwriter, Certified Retirement Plan Specialist, and Certified Long-Term Care Specialist. When was the last time you got a sec- ond opinion on your company's retirement plan? Call us today for a worthwhile, no obligation discussion and a copy of our Retirement Plan Self-Assessment Tool. Stephen Cunha CFP®, C(k)P™, CLU®, CRPS, CLTC STEPHEN CUNHA Director of Retirement Plan Services 301 Edgewater Place Suite 200 Wakefield, MA 01880 781-876-4113

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