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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Financial Planning

Effective financial planning creates stability in the face of life’s many uncertainties. While providing an overview of the big picture, our advisors develop comprehensive strategies that enable you to make stronger financial decisions.

Though one-size fits all strategies may be the common approach, we specialize in tailoring plans to fit your current situation while providing a foundation for future growth. From providing life, disability, and long-term care insurance, to developing tax-advantaged college savings plans and preparing for retirement, our advisors strive to help promote your total financial independence.

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Protection Planning

Growing your wealth is a priority, but protecting and preserving your assets is equally important. Insurance guards your heirs in the event of your death, and it can protect you in the event of a disability or illness. As a fully independent company, our advisors can access the best insurance providers to help build a plan tailored to your situation and needs.

From life insurance to long-term care and disability income, we can provide a full suite of insurance policies to help you defend against the unexpected. Wherever you are in life’s journey, we can promote the continued protection of you and your loved ones.

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Investment Management

The heart of our practice is dedicated to constructing and managing client investment portfolios. With access to industry-leading money managers, we utilize cutting-edge technology and a deep pool of intellectual capital to develop personalized investment strategies.

We believe investment management is a process, not a product. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, our advisors strive to gain a deep appreciation for every aspect of your situation before offering our recommendations. As markets shift and your personal needs change, our customized strategies are built to evolve.

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Estate Planning

Truly comprehensive planning exceeds retirement and the transferring of wealth. At Oceanstate Financial, estate planning is more than a collection of legal documents. As your advocate, we offer custom solutions that establish a financial tradition across generations.

Our strategies incorporate your family’s most cherished values and build solutions that adhere to them. As we promote your continued success, we will work closely with your tax and legal professionals along with the rest of your financial team. When your needs evolve, and circumstances change, our plans will adapt with ease. We will ensure that your plan prepares your money for your heirs and prepares your heirs for your money.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  401-943-0461