301 Metro Center Blvd,
Feel free to contact us for a complimentary consultation or brief introductory conversation to determine how we might collaborate with you toward achieving your financial goals.
Effective financial planning creates stability in the face of life’s many uncertainties. While providing an overview of the big picture, we develop comprehensive strategies that enable you to make stronger financial decisions.
We specialize in tailoring plans to fit your current situation while providing a foundation for future growth.
We begin by getting a clear understanding of your overall financial goals for each investment account. We discuss your investment perspectives and objectives, your attitudes toward risk and your time frame for the assets in each account.
To implement your various investment strategies, we'll work with you to build appropriately diversified portfolios, with access to the following:
We discuss with you the numerous protection options available that would best suit you and your family’s needs. We will perform a full policy and beneficiary review, as well as the review of trusts that may own certain policies.
We can offer access to the following solutions:
One financial goal that many parents share is a college education for their children. With college costs increasing at a faster rate than general inflation, saving for college can be a daunting task. You can, however, pursue this important financial goal by establishing a college fund and taking action today.
*General securities are offered on an unsolicited basis.
Oceanstate Financial Services does not provide legal or tax advice or services. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.