Paul Santucci Financial Services offers personalized financial planning, retirement and education savings strategies, insurance solutions, and business financial planning to help clients achieve financial peace of mind.
Paul Santucci Financial Services, located at 640 George Washington Highway, Building B, Unit 203, Lincoln, RI 02865, offers a range of financial services including comprehensive financial planning, retirement savings, education savings, life and disability insurance, and business financial planning. The firm utilizes tools like Riskalyze® to assess client risk tolerance and RightCapital Digital Financial Planning Tool for secure financial planning.
Founded by Paul Santucci, a licensed financial advisor with over 30 years of experience, the firm is affiliated with Commonwealth Financial Network, ensuring independent and client-focused advice. Services are designed to help clients achieve their financial goals, from post-secondary education planning to retirement and business succession strategies.
Independent and client-focused advice
Affiliation with Commonwealth Financial Network for robust resources
Use of advanced tools like Riskalyze® and RightCapital for personalized planning
Services
Personal Financial Planning
Help clients uncover financial opportunities, design financial plans, save for milestones, and insure income.
401(k) and other qualified retirement plansRetirement income planning
Education Savings
Plan and save for post-secondary education.
529 College Savings plansRoth IRAs and UTMA accounts
Life, Disability, Long-Term Care Insurance
Provide insurance solutions to protect income and assets.
Life insuranceDisability insuranceLong-term care insurance
Business Financial Planning
Offer financial planning and insurance solutions for businesses.
Qualified retirement plans (401(k), SEP, SIMPLE)Fee-for-service planningGroup life insuranceKey person insuranceBusiness continuity insurance
Credentials & Certifications
Series 6
Series 63
Series 65
Series 7
Series 9
Series 10
Series 24
AIF (Accredited Investment Fiduciary)
CPA – Certified Public Accountant
MST – Master of Science in Taxation
Reviews
Rating
4
★★★★☆
Reviews
4
"I recommend him to friends, family, and colleagues with confidence."
Frequently Asked Questions
How does Riskalyze® help determine my investment portfolio? +
Riskalyze® mathematically and objectively evaluates your Risk Number, allowing the firm to design an investment portfolio with a range of potential gains and losses that aligns with your comfort level.
What types of retirement plans do you offer? +
We offer Qualified Retirement Plans including 401(k), Profit Sharing, SEP, and SIMPLE plans, as well as fee-for-service planning and analysis (PPS Consulting).
Can you help with education savings for purposes beyond post-secondary education? +
Yes, we can create brokerage accounts, Roth IRAs, or UTMA accounts to support various goals such as future home purchases, in addition to 529 College Savings plans.
What insurance solutions do you provide for businesses? +
We offer a range of business insurance solutions including qualified retirement plans for employees, group life insurance, key person insurance, and business continuity insurance.
How does the RightCapital Digital Financial Planning Tool benefit clients? +
RightCapital allows clients to securely store all financial information in one place, make updates as their situation evolves, and use robust digital tools for planning and goal tracking.
What is the affiliation with Commonwealth Financial Network? +
Paul Santucci Financial Services is affiliated with Commonwealth Financial Network, an independently owned and managed Registered Investment Adviser that provides scale, stability, and resources to support client-focused advice without proprietary product pressure.
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