Mile Marker Financial Advocates

Enhancing the freedom to live life on your terms now while striving to protect the 93 year old version of you.

Financial planner in Narragansett, RI (show on map)

5.0

★★★★★

1 reviews

Personalized financial paths tailored to distinct needs, wants, and wishes, advocating for clients now and protecting their future.

Call (401) 954-8843

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About

Mile Marker Financial Advocates offers comprehensive financial planning, investment management, insurance solutions, and education funding services. They focus on personalized financial paths tailored to clients' distinct needs, wants, and wishes, advocating for clients now while protecting their future.

Services include managing life's milestones such as marriage, home buying, and education funding, as well as addressing unexpected detours and building a living legacy.

Client-Centered Approach

Comprehensive Financial Planning

Personalized Investment Strategies

Insurance Solutions Tailored to Individual Needs

Education Funding Expertise

Legacy and Estate Planning Focus

Services

Comprehensive Financial Planning

Review your full financial plan, including investment strategy, retirement planning, estate planning, and education planning.

Risk and Asset Assessment Retirement Planning Estate Planning Education Planning

Investment Management

Professional perspective and clear direction for your financial journey with managed portfolios, mutual funds, variable annuities, fixed annuities, individual stocks, bonds, and 529 funds.

Managed Portfolios Mutual Funds Variable Annuities Fixed Annuities Individual Stocks Bonds 529 Funds

Insurance Solutions

Help evaluate insurance needs and provide life insurance, long-term care insurance, and disability insurance.

Life Insurance Long-term Care Insurance Disability Insurance

Education Funding Planning

Assist with college funding plans, 529 plans, financial aid evaluation, and cost estimation for higher education.

College Cost Estimation 529 Plan Review Financial Aid Coordination Education Budgeting

Life's Milestones Management

Help manage financial demands of life's milestones such as marriage, home buying, and having a baby, including budgeting, debt management, and insurance planning.

House Affordability Calculator Household Budgeting Student Loan Debt Management Employment Benefits Optimization

Legacy and Estate Planning

Help build and protect your living legacy, aligning wisdom and intent with a comprehensive financial plan.

Legacy Alignment Intentional Wealth Management Comprehensive Financial Integration

Credentials & Certifications

Financial Advisor since 1990

Since 1990

Registered Representative with LPL Financial

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is Mile Marker Financial Advocates? +

Mile Marker Financial Advocates is a client-centered financial planning practice that focuses on financial, investment, and risk management planning, advocating for clients now while protecting their future.

How does Mile Marker Financial Advocates help with life's milestones? +

They help manage financial demands of life's milestones such as marriage, home buying, and having a baby, including budgeting, debt management, and insurance planning.

What services does Mile Marker Financial Advocates offer? +

They offer comprehensive financial planning, investment management, insurance solutions, education funding planning, and legacy and estate planning.

How can Mile Marker Financial Advocates assist with education funding? +

They assist with college funding plans, 529 plans, financial aid evaluation, and cost estimation for higher education.

What is the role of the Client Relations Manager at Mile Marker Financial Advocates? +

The Client Relations Manager ensures client satisfaction through clear communication, smooth onboarding, administrative support, and general client advocacy.

How does Mile Marker Financial Advocates help with unexpected life detours? +

They help consider alternatives that address immediate situations while helping clients continue towards their goals, including career changes, relationship changes, and unexpected expenses.