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

09/01/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.
08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/4gqEBfu

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

You save, you build, and you work hard, but is your protection keeping up? Let’s make a plan that fits your evolving nee...
08/25/2026

You save, you build, and you work hard, but is your protection keeping up? Let’s make a plan that fits your evolving needs.

As more Americans reach retirement age, the need for retirement income planning continues to grow. Start the conversatio...
08/24/2026

As more Americans reach retirement age, the need for retirement income planning continues to grow. Start the conversation early to help clients prepare for a confident transition into retirement. Let's connect.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

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134 Turnpike Road, Suite 300
Southborough, MA
01772

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