Financial Independence, LLC

Helping you live your BEST Life

Financial planner in Warwick, RI (show on map)

5.0

★★★★★

48 reviews

Financial Independence is a fee-based Registered Investment Advisor focused on client-centric financial planning and investment management.

Call (401) 681-4825

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About

Financial Independence, founded by Rick Campbell, is an independent Registered Investment Advisor committed to client-centric financial planning and investment management. The firm emphasizes integrity, caring, passion, and balance, aiming to help clients live their BEST Lives by aligning financial well-being with personal values and priorities.

Services include investment management, retirement planning, goal planning, behavioral coaching, cash flow budgeting, tax and estate planning, and contingency planning. The firm operates with a fiduciary duty, transparent fees, and no sales commissions, ensuring clients' interests are always first.

Fee-based Registered Investment Advisor

No investment-based commissions

Independent firm with fiduciary duty

Client-centric approach

Comprehensive suite of financial services

Services

Investment Management

A high-quality team of competing investment strategists employing modern asset allocation strategies.

Competing investment strategists Modern asset allocation Fee-based

Retirement Planning

Creating a realistic strategy for funding retirement.

Realistic strategy Goal alignment Long-term outlook

Goal Planning

Translating values and priorities into tangible outcomes.

Values alignment Priority setting Outcome mapping

Behavioral Coaching

Coaching to manage emotional responses to market fluctuations.

Emotional support Market reassurance Stress management

Cash Flow Budgeting

Tools to align income and expenses with financial goals.

Income tracking Expense alignment Goal integration

Tax and Estate Planning

Planning for the management and transfer of assets after death.

Tax optimization Estate strategy Legal compliance

Credentials & Certifications

MBA

ChFC®

BFA™

AIF®

CFP®

Reviews

Rating

★★★★★

Reviews

"I recommend Kevin and his team to anyone looking for financial independence!"

Frequently Asked Questions

What is the core philosophy of Financial Independence? +

Financial Independence is guided by four core philosophies: Integrity, Caring, Passion, and Balance. These principles ensure that the firm always puts clients' interests first, cares genuinely for their well-being, pursues excellence in their work, and balances professional and personal lives.

How does Financial Independence ensure client trust? +

The firm operates as an independent Registered Investment Advisor, free from investment-based commissions, and is held to a fiduciary standard, ensuring all actions are in the client's best interests.

What services does Financial Independence offer? +

Financial Independence provides Investment Management, Retirement Planning, Goal Planning, Behavioral Coaching, Cash Flow Budgeting, Tax and Estate Planning, and Contingency Planning, all designed to help clients achieve financial and personal well-being.

How does the firm handle client communication? +

Financial Independence offers a BEST Life Planning Portal and eWealth Investment Portal for comprehensive client access, including budgeting tools, account aggregation, document vaults, and investment portfolio overviews.

What is the process for choosing an advisor? +

Prospective clients are encouraged to use a downloadable questionnaire to assess advisor fit and review the advisor's Form ADV Disclosures for qualifications and business practices.

How does Financial Independence support clients' life journeys? +

The firm guides clients through the Discover, Define, Design, Implement, and Monitor phases of their BEST Life plan, providing tailored strategies and ongoing support.