Financial Designers
Insurance & Investments
Michael Kurkulonis, VP/Fidelity Bank
Millbury & Worcester
mkurkulonis@baystatefinancial.com
978-353-2709
Corey Medeiros, VP/Fidelity Bank
Fitchburg & Gardner
cmedeiros@baystatefinancial.com
978-353-2563
Securities products are offered by New England Securities Corp., (member FINRA/SIPC). Branch Address: One Exeter Plaza, Boston ,MA-02116. Michael Kurkulonis and Corey Medeiros are registered representatives of New England Securities. Fidelity Bank and New England Securities are not affiliated. Each firm is solely responsible for the products and services they offer.
Investment products and Services are:
*Are Not FDIC Insured
*Are Not a Condition of Any Bank Service
*Are Not a Deposit Product
*Offer No Bank/Affiliate Guarantee
*Offer No Guarantee of Insurance Underwriter Performace
*May Lose Value
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Through LIFEDESIGN our goal is to prepare you for every stage of your financial life. You'll find smarter answers because we ask smarter questions and sometimes those questions can be pretty difficult. For example:
Are you prepared to send your children to college?
Do you have a savings plan in place? More importantly, have you done any research as to how much college will cost when they're ready to attend?
Are you prepared to take care of your parents?
Do you have a plan in place if/when your parents need your assistance the most? How much will that care cost and what will insurance cover? Who will help pay for their care and could it cost you everything?
Are you planning for retirement?
Have you heard that you could likely be responsible for up to 80% of your retirement funding? How much do you need to save and what savings vehicles best suit your life today as well as the life you want to live come retirement?
What happens to your family if something happens to you?
Have you discussed life insurance with your spouse, children, or others who depend on you the most? How much does it cost and how much do you need?
Who will run your business if something happens to you?
Have you considered the impact your injury or death will have on your business, your family, or the people you employ?
What happens if your business partner leaves with all his/her expertise?
How will that impact your business, your employees, or you family?
We want you to be ready for all the things life could have in store for you, its all part of the LifeDesign advantage. This is why we have licensed insurance and investments professionals that are ready and willing to help you identify and answer these really tough questions. We believe its so important that you address these issues that, unlike some banks and investment companies, Fidelity Bank doesn't charge fees for financial consultations. Our insurance and investments professionals are available today to sit down with you and get you started on the road to financial freedom and peace of mind.
