Our mission is to help educate and inform our clients so they can make proactive decisions to improve their financial outcomes. From the start, we hope to build a trusted relationship in which we help guide our clients through the many financial decisions they encounter in life.

1. We start each client relationship with a no-cost strategic overview of your financial picture along with some high-level thoughts and insight. This acts as the foundation and framework for the recommendations and strategies we suggest.

We know that each client has their own unique set of goals and circumstances therefore we ultimately work with our clients in two different ways.

1. Implementation of Recommendations: If you decide to implement any of the strategies we suggest to you with our firm, we are compensated on a commission basis from the products and solutions you implement with us.
2. Financial Plan: We can put together a holistic financial plan. We charge a fee for this plan, with that fee you also get our service, support, and guidance. With the plan we present you can choose to have us handle the implementation, or you have the option to take the plan elsewhere and implement with another firm of your choice.

In both cases, our goal is to offer the highest level of financial advice and service as to create a lasting relationship with each client.

We want to be as transparent as possible and make sure every client is clear on the engagement and expectations.  We know working with a financial planner isn’t a decision to be taken lightly and we truly appreciate the opportunity.

I am licensed and registered to offer products and services in RI. Licenses and registrations will vary.
Domiciled in CT.

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