Beau Yurkevicius - Financial Planner, Baystate Financial

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 f

inance 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

Risk is an important factor with any sort of investing, but what do you do when that investment is tied to your retireme...
06/26/2026

Risk is an important factor with any sort of investing, but what do you do when that investment is tied to your retirement? Let’s talk it through and see how modern
retirement tools can help strike a balance between acceptable risk and responsible saving.

Medical and dental professionals often carry high student loan balances. Disability income insurance with student loan p...
06/25/2026

Medical and dental professionals often carry high student loan balances. Disability income insurance with student loan protection can help your clients stay on track if a disabling illness or injury leaves them unable to work. Let’s connect.

Get a free guide on how long-term planning — not emotion — can be a better path to the future you want. Then let’s talk....
06/25/2026

Get a free guide on how long-term planning — not emotion — can be a better path to the future you want. Then let’s talk.

https://bit.ly/3QJqTeV

Building a financial plan starts with understanding your goals, timeline, and how you want your money to support your li...
06/24/2026

Building a financial plan starts with understanding your goals, timeline, and how you want your money to support your life, both today and over time. I’m here to help you navigate complexities with manageable steps designed to help you grow with confidence and purpose.

Legacy is built by saving intentionally, protecting wisely, and planning with purpose. I can help you prioritize steps d...
06/24/2026

Legacy is built by saving intentionally, protecting wisely, and planning with purpose. I can help you prioritize steps designed to bring you closer to your goals.

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, ...
06/23/2026

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, retirement contributions, and ways for you to balance growth with stability.

Whole life insurance can be a smart way to help protect your wealth.  Let’s talk about how the guarantees and tax advant...
06/23/2026

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.

Whole life insurance can be a smart way to help protect your clients’ wealth.  Let’s talk about how the guarantees and t...
06/23/2026

Whole life insurance can be a smart way to help protect your clients’ wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your clients’ assets.

06/22/2026

U.S. equities moved higher last week as easing geopolitical tensions and lower energy prices helped steady the market. Fixed income was mixed, with longer-term yields dipping as inflation concerns eased, while strong consumer activity and the Fed’s steady stance remain key themes to watch. Read this week’s market perspective to learn more.

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134 Turnpike Road, Suite 300
Southborough, MA
01772

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