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Falmouth Office

75 Leighton Road, #3

Falmouth, ME 04105

Fiscal Fitness for Life - Maine MD

Baystate Financial was founded on the idea that the medical community has a set of specific needs when it comes to investment management and financial planning. Whether it’s facilitating life and disability insurance analysis, tax plans with your CPA, or asset  protection with your attorney, we have a wealth of knowledge and experience to provide the services that you may need.

The medical community continues to be one of our primary focuses. Our team at offers a variety of financial planning and management services geared to the medical professional and can custom tailor a fee-based financial plan to meet your individual needs.
Baystate Financial is well-positioned to assist most segments of the medical profession, including:

Taking Control of Your Financial Future

Prepare yourself for managing risk and taking advantage of investment opportunities.
TAKE CONTROL OF YOUR FINANCIAL FUTURE TODAY!

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Financial Planning at Baystate

Years of experience have prepared us to guide you through your life transitions. Implementing a financial plan that will serve as a well-organized roadmap for reaching your financial goals. 

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Our team offers a variety of financial planning and management services specifically geared to the medical professional and can custom tailor a plan to meet your individual needs.

Physicians often start making “real money” in their mid-30’s, just about the time you needed to buy a house, pay off student loans and cover the cost of childcare.  A good financial planner for doctors can help you start earlier and save more so that you don’t find yourself burned out and wishing you had put away more money earlier in your career. At Baystate Financial we’re more than professional... we are proactive. We understand the demands of practicing medicine and raising a family, and we know “financial stuff” can slip through the cracks unless somebody makes it a priority. That “somebody” is us.

<strong>Successfully Navigate Through Your Many Financial Options</strong>

Successfully Navigate Through Your Many Financial Options

The Baystate Financial Medical Division (Baystate MD) was created to specifically address the unique challenges that face physicians and medical practitioners in today’s financial environment. We help medical practitioners, at all stages of their careers, plan for the financial future for themselves, their practice and their families.

<strong>Mid Career Practitioners:<br />Breaking Through</strong>

Mid Career Practitioners:
Breaking Through

Physicians have a distinct disadvantage in meeting mid-life financial demands because of delayed entry into the workforce. Doctors are challenged to pay down hefty student loan debt while making up for the earning-time gap. They need expert financial advice to cover mid-life household expenses and avoid a major shortfall at retirement.

Working with Baystate Financial, mid-career doctors can develop detailed cash-flow plans, formulate strategies to maximize after-tax returns on their investments and monitor their continual progress.

<strong>Late Career Practitioners:<br />Meaningful Wealth</strong>

Late Career Practitioners:
Meaningful Wealth

Doctors nearing retirement prefer to have a firm grasp of the financial and tax implications of winding down their careers, as well as estate planning and securing adequate resources to enjoy a comfortable retirement. Making realistic assumptions about the future is a key attribute of a quality long-term retirement plan.

Your Team at Baystate Financial - Maine

Christopher Perry

Partner, Financial Planner, Investment Advisor Representative

207-770-2033

cperry@baystatefinancial.com

Chris is highly trained and licensed to provide financial products and services to his clients. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their...

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Lawrence J. Perry, CLU, ChFC, CLTC

Partner, Financial Planner, Financial Services Representative

207-770-2021

207-712-7271

lperry@baystatefinancial.com

Lawrence Perry, CLU, ChFC, CLTC has been a Financial Services Professional since 1975. Larry holds a BS degree from the University of Maine. The philosophy that Larry utilizes in his business is designed to help clients clarify their...

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Robert O. Larochelle, MBA, AIF

Partner, Financial Planner, Investment Advisor Representative

207-770-2012

rlarochelle@baystatefinancial.com

As a Financial Advisor, Rob Larochelle's mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. He is trained and licensed to provide financial solutions to his...

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