Oceanstate Financial Services

Your partners in planning all aspects of your finances for today, tomorrow, and for years to come.

Financial planner in Warwick, RI (show on map)

5.0

★★★★★

18 reviews

Kashmanian Financial Advisors offers personalized financial planning, investment management, retirement planning, risk management, college savings strategies, estate planning, major purchase decisions, employee benefits, and corporate financial services.

Call (401) 943-0380

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About

Kashmanian Financial Advisors is a financial services firm that offers personalized, hands-on service to help individuals develop sound financial plans and businesses develop robust employee benefits. They educate clients about financial concepts and products, taking the mystery out of investing, insurance, estate planning, and preserving wealth.

The firm specializes in financial organization, investment management, retirement planning, risk management, college savings strategies, estate planning, major purchase decisions, and employee benefits and retirement plans. They work with clients to understand their goals and values, assess risks, and create customized strategies to meet their unique financial needs.

Personalized, hands-on service

Comprehensive financial planning covering all aspects of finance

Expertise in both personal and corporate financial services

Educational approach to financial concepts and products

Services

Financial Organization

Create a spending and saving strategy, pay down debt efficiently, and optimize surplus to meet financial goals.

Investment Management

Plan for investments based on objectives, risk vs. return perspective, and time horizon; evaluate expenses and taxation of each account.

Retirement Planning

Help clients plan for retirement by understanding their desired retirement lifestyle and current financial status; provide guidance to optimize the path to retirement.

Risk Management

Review insurance portfolio, identify ways to improve coverage and cost, and determine beneficial strategies within the scope of the client's unique situation.

College Savings Strategies

Help clients strike the right balance between meeting the goal of funding education and other financial objectives; walk through various options available.

Estate Planning

Protect assets, leave a legacy, and ensure family is taken care of after the client's passing; work with internal and external resources to evaluate strategies.

Credentials & Certifications

Licensed Financial Advisor

Since Multiple years (exact years not specified)

Reviews

Rating

★★★★★

Reviews

"He seamless tailors and adjusts financial planning to my lifestyle."

Frequently Asked Questions

Why should you hire a financial advisor? +

We are client-centered, take the guesswork out of planning for the future, keep you top-of-mind, and provide personalized services tailored to your specific needs.

What is the process for retirement planning? +

The process involves asking four key questions to choose a retirement plan that fits your business, including understanding your goals, risk tolerance, time horizon, and desired retirement lifestyle.

How does college savings planning work? +

College savings planning involves establishing a college fund, considering various savings options like 529 plans and Coverdell Education Savings Accounts, and balancing the goal with other financial objectives.