Financial consultant in Barrington, RI (show on map)
Retirement and Benefit Partners offers retirement plan and wealth management advisory services, leveraging a network of professionals for comprehensive client solutions.
Retirement and Benefit Partners (RBP) serves both qualified retirement plans, as well as individual wealth management needs. Putting client interests first, with a focus on process, RBP delivers independent guidance.
In an environment where there is an ever growing crescendo of noise around financial products and solutions, we seek to simplify the journey towards our clients' respective goals. For plan sponsors and individuals alike, this means putting all of what you have done, back on the table. By evaluating existing processes and beliefs, we begin to collaborate on what should and should not be a part of your strategy. With a constant evolution of rules, resources, tools, and technologies, we believe that there is no better time to review where you stand.
Independent retirement plan representative
Access to a wide range of investment management teams
Customized service with personalized financial education
Services
Retirement Plan Services
Offers a range of retirement-plan advisory services including 401(k) employee deferral plans, defined benefit plans, ERISA 403(b) plans, non-qualified deferred compensation plans, and investment co-fiduciary engagement.
Investment co-fiduciary engagementFee disclosures and fiduciary rule compliancePlan design and committee best practicesEmployee engagement programs
Wealth Management
Provides comprehensive financial planning, investment management, and personal financial management (PFM) technology services.
Since Founded on the principle that the firm should work for the advisor, and not the other way around.
Frequently Asked Questions
Can I retire early? +
RBP can help you evaluate your financial readiness for early retirement by analyzing your savings, investment performance, and retirement income strategies.
Are my investments working hard enough? +
RBP provides investment due diligence and ongoing performance monitoring to ensure your portfolio aligns with your risk tolerance and retirement goals.
What’s a good approach for college savings? +
RBP offers personalized college savings plans, considering factors such as time horizon, risk tolerance, and expected college costs.
What are the elements of a sound estate strategy? +
RBP assists in developing comprehensive estate plans, including wills, trusts, and beneficiary designations, to protect and transfer assets according to your wishes.
Do I have enough life insurance for my family? +
RBP conducts a thorough life insurance needs analysis to determine the appropriate coverage level based on your family's financial obligations and future goals.
