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Steward Healthcare Network (SHCN)

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Physicians & Healthcare

SHCN

With more than four decades of experience, The Bolotin Financial Group focuses on providing “white glove,” one-stop-shop financial planning services to medical practices and closely-held business. With a client base that spans the United States, Bolotin Financial now provides advisory and planning services to physicians and practices within the Steward Health Care Network (SHCN).

Aspiring to be your “Personal CFO”, Bolotin Financial first seeks to understand where you have been, where you are now, and where you want to go before making any recommendations. They can then help identify gaps and roadblocks in a physician’s personal and business planning and help to relieve the burden of maintaining a healthy financial life.

Process Driven – Not Product Pushing

At Bolotin Financial, our planning process helps create a clear picture of past and current financial situations and helps to identify future needs and goals.

Bolotin Financial provides all SHCN clients with a complimentary initial “Financial Check-Up.” This comprehensive analysis helps clients to identify financial solutions to achieve the level of future financial freedom they desire.

How Bolotin Financial Can Help Physicians:

The Bolotin Financial Group offers a broad range of services that include strategy, planning, and review.

Strategy

  • Investment strategies
  • Tax Reduction strategies
  • Debt Repayment strategies
  • Charitable giving strategies

Planning

  • Financial planning
  • Asset protection
  • Cash flow analysis
  • Retirement planning
  • Education planning
  • Special needs planning
  • Protection planning
  • Estate planning

Review

  • Insurance review
  • Property & casualty review

To find out more about The Bolotin Financial Group’sExclusive Programs for Steward Health Care System providers, please call the dedicated Steward Hotline at 781 876 4167 or email us at Stewardhealth@bolotinfinancialgroup.com.

Baystate Financial Affiliates

To provide the highest quality of service to Steward Health Care Executives and Physicians across the country, The Bolotin Financial Group collaborates with other advisors in the Baystate Financial network.

These Baystate Financial Affiliates include:

Jay Williams J.D., CFP®, AEP®
Financial Advisor
Williams Estate and Financial Group Inc.
158 Charles McCombs Blvd 2nd Floor
New Bedford, Ma 02745
Office:  774 992 7444
Mobile: 774 240 6936
Fax: 774 206 1840

Michael J. Perisho, CRCP®
First Vice President – Investments
Senior Financial Advisor – Financial Planner
200 Clarendon Street, 25th FL |Boston, MA|02116
Direct: 617-239-8060
Mobile: 978-987-7299
Fax: 617-649-0922
Email: michael.perisho@bolotinfinancialgroup.com

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