Are you looking for expert advice on how to reach and maintain your financial goals? Let us help you evaluate and plan all aspects of your finances for today, tomorrow, and for years to come. Our financial advisors are committed to helping you reach your goals and achieve financial security with our wide range of services. From investment planning to retirement planning, we offer a variety of options for individuals and families with different needs. If you're looking for a qualified financial advisor we are here for you.
As a financial advisor in Rhode Island, we have developed many different strategies in order to help you reach your financial goals. We provide a wide range of services, from personal financial planning for individuals and families to corporate financial planning including employee benefits and business succession. To find what is best to meet your financial needs, explore our financial planning services section below:
The foundation to financial planning is a strong understanding of what money comes in and what money goes out and evaluating all of your financial resources. We will work as a partner with you to create a spending and saving strategy, pay down debt in the most optimal way for your circumstance, and optimize the use of any surplus you may have to meet your goals.
Planning for your investments starts with an assessment of your objectives and goals, a perspective on “risk” vs “return”, and your time horizon. Besides a focus on how your investments are allocated across various areas of the market, we also evaluate the expenses and taxation of each account which can influence your long-term success and results. Ultimately, when it comes to investment management, our services will help you plan for your financial future.
We all have the goal of retirement, but each of our visions looks a little bit different. We take the time to understand the retirement life you want to live and evaluate where you currently are in relation to where you want to be. We can then provide guidance to optimize the path in getting there. If you’re approaching or already in retirement, turning your nest egg into income you can live on becomes a major focus. We can help take out some of the guesswork and provide peace of mind.
As a certified financial planner, we take risks into account, especially since life rarely goes exactly as we expect. Some of those bumps in the road can negatively impact our financial future if the proper protections aren’t in place. We’ll work with you to review your insurance portfolio, identify ways to improve coverages and cost and determine if any other strategies would be beneficial within the scope of your unique situation.
With rising costs of education, a priority for many is putting away money to ease or eliminate the future burden on their children after graduation. The challenge is that meeting any new financial goal demands a sacrifice in another financial area. We work with you to strike the right balance in consideration of your other objectives and walk through the various options available to you.
Protecting your assets, leaving a legacy, and making sure your family is taken care of after you’re gone captures the spirit of a strong estate plan. Once we understand your values and goals, we can work with and leverage internal and external resources to evaluate strategies that are right for you.
Some spending decisions are bigger than others. We can work with you to assess the impact of those choices on the other areas of your finances and understand the various options and tools you may have to fund or pay for those purchases.
Attracting, retaining, and rewarding talented employees has never been more important and there are many tools at your disposal that can aid in these key areas. We start by understanding your business, needs, and workforce and then work with you to craft benefit and retirement packages that are custom to your objectives.
All of our energy, commitment, and efforts are focused on you and your unique situation. We provide expert services that can help you meet your financial goals. We're not afraid to think "out of the box" and question conventional wisdom when it comes to investing, growing and preserving money.
Meet the top financial planning team in Rhode Island.
At Oceanstate Financial, we have the client—and only the client—in mind.
We look forward to working with you!
Whatever your goal, we can help you achieve it. Whether investing for wealth, protecting your family, or preserving your assets, our one-on-one service is tailored to your specific requirements. Our staff of professionals has years of expertise in financial planning. We are excited to collaborate with you.
Financial planning is tough and we understand how hard it can be to plan for the unknown. Our financial team is ready to help create a custom wealth management plan for you. We’re here to simplify the planning process and help you feel confident about your future. Our financial advisors have extensive knowledge of current market conditions. However, our greatest asset is people! Our team of financial planners has many years of experience in various aspects of finance which enables us to offer personalized service with a broad perspective.
Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future. From the minute you contact us, we prioritize your needs, always keeping you top-of-mind.
You will not find the type of expert financial services that we provide anywhere else in Rhode Island. We understand your goals and we always ultimately want you to succeed. When you set up your initial consultation with us, we will go through everything you need to know about our service and we can answer any and all questions or concerns you may have.
As a financial advisor in Rhode Island, not only do we want to provide you with services that are unmatched, but we also want to be a resource for you. Do you want to learn more about retirement, estate, investment, insurance, etc.? Our library will give you the most up-to-date information, for everything you need to know about any financial situation you are in. Watch videos, read articles, and scroll through our featured presentations to immerse yourself in a wealth of financial knowledge!
If you have any questions regarding our services, need to get in touch with us, or want to know where we are located, look no further!
Address: 1 Coastway Boulevard Suite 103, Warwick, RI 02886
Hours: Mon-Fri: 8:00 AM - 5:00 PM Sat-Sun: By Appointment
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