Beau Yurkevicius - Financial Planner, Baystate Financial

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Beau Yurkevicius - Financial Planner, Baystate Financial As a Financial Planner, Beau’s mission is to assist young families and family-owned businesses in getting to the next level of their financial journey.

Beau began his career in the world of physiology research where he developed the skills to organize and analyze data, then use it to tell a story. Beau continues to use these skills to similarly tell the client’s story. His goal is to understand where they are now and where they would like to be, then use coaching to bridge the gap between the two. Beau became interested in the world of personal finance as a young adult. He self-educated for 4 years before making the change to a career where he could take this knowledge and help others achieve their goals. He understands what information the public is consuming and what information has been left out of mainstream advice. Beau holds a New Life, Accident, and Health License in DC, GA, MA, CT, IN, FL, MD, TX, PA, IL, NY and FINRA Series 7, 63 and 66 Securities Licenses in MA, TX, DC, NC, VT, MD. Beau lives in Watertown, MA with his wife and fluffy cat. Beau continuously develops himself through his love of reading, exercise, and games. On his lists of favorites are camping, hiking, basketball, golf, writing lyrics, and playing strategic board and card games. Beau Yurkevicius is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. One Marina Park Drive, 16th Floor Boston, MA 02210 617-585-4500. 617-585-4500. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN 202510-2965983

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written p...
10/16/2026

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

https://bit.ly/4joVg6z

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your r...
10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

The future isn’t always predictable, but your financial strategy can help you prepare for it. Reviewing insurance covera...
10/15/2026

The future isn’t always predictable, but your financial strategy can help you prepare for it. Reviewing insurance coverage, beneficiaries, and long-term protection plans can help ensure the people and priorities that matter most are supported. Let's connect.

A thoughtful financial strategy can help protect that progress toward your career, home, and goals while keeping it all ...
10/14/2026

A thoughtful financial strategy can help protect that progress toward your career, home, and goals while keeping it all moving forward. Let’s build a plan tailored to what matters most to you.

America’s appetite for annuities remains strong with an 11th consecutive $100M+ quarter. Let’s connect to explore annuit...
10/13/2026

America’s appetite for annuities remains strong with an 11th consecutive $100M+ quarter. Let’s connect to explore annuity strategies that may help support your clients’ retirement goals.

https://bit.ly/3TFeIBA

10/13/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning ...
10/13/2026

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning for the future, or balancing multiple goals, having a trusted financial partner can help you move forward with confidence. Let’s talk.

Whether you’re growing a business, planning for succession, or building wealth alongside your professional goals, creati...
10/13/2026

Whether you’re growing a business, planning for succession, or building wealth alongside your professional goals, creating a financial strategy can help you stay prepared for what’s next. Let's connect.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

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134 Turnpike Road, Suite 300
Southborough, MA
01772

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