A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in Westerly, RI:
PhD, CFP®, CPA
Lighthouse Financial Management, LLC
Specialties: Comprehensive Personal Financial Planning, Retirement Income Planning, Investment Analysis, Portfolio Design, and Ongoing Management., Business Planning including profitability/operational analysis, and equity transition., Tax Planning and Individual Tax Preparation, Rental Real Estate
Fee-Only fiduciary located in Westerly, RI. Services include investment management, tax planning/preparation, retirement, and estate planning.