Strategies for Wealth

We Help Deliver Protection & Prosperity

Financial planner in Providence, RI (show on map)

5.0

★★★★★

1 reviews

Strategies for Wealth transforms the conversation around money and planning, empowering clients to achieve financial balance and build legacies.

Call (401) 228-8800

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About

Since its inception 90 years ago, Strategies for Wealth has focused on transforming the conversation around money and planning. The firm offers personalized financial planning, investment solutions, insurance brokerage, estate planning, and business planning services.

Their approach emphasizes structural integrity in financial plans, ensuring clients' wealth is protected and maximized across generations.

Over 90 years of experience

Team approach to financial planning

Structural Integrity of a Personal Economy™ methodology

Comprehensive suite of services from investments to employee benefits

Services

Investments

Personalized financial plans aligned with specific objectives to boost savings and investment capabilities.

Personalized financial planning Investment strategy alignment Savings enhancement

Insurance

Assist families in wealth accumulation, debt management, education savings, and retirement preparation.

Family wealth accumulation Debt management solutions Education savings plans Retirement preparation

Estate Planning

Design trusts, manage life insurance, handle rollovers, and optimize qualified plans.

Trust design Life insurance management Rollover planning Qualified plan optimization

Business Planning

Offer exit planning, key person insurance, buy-sell agreements, executive compensation, and pension design.

Exit planning Key person insurance Buy-sell agreements Executive compensation planning Pension design

Cash Flow Protection

Budgeting, whole life insurance, term life insurance, annuities, disability insurance, and long-term care insurance.

Budgeting Whole life insurance Term life insurance Annuities Disability insurance Long-term care insurance

Employee Benefits

Health insurance, group life, group disability, health savings accounts, and ancillary/volunteer benefits.

Health insurance Group life insurance Group disability insurance Health savings accounts Ancillary/volunteer benefits

Credentials & Certifications

CLU® - Chartered Life Underwriter

ChFC® - Chartered Financial Consultant

RICP® - Retirement Income Certified Professional

CFP® - Certified Financial Planner

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is the Structural Integrity of a Personal Economy™? +

A unique process that assesses financial situations and future goals to design personal economies with structural integrity, ensuring long-term financial stability.

How does Strategies for Wealth approach retirement planning? +

Strategies for Wealth uses the Long-Term Vision Test, an interactive tool that helps clients rate their future financial scenarios and create a personalized retirement plan.

What types of insurance do you offer? +

Strategies for Wealth offers a range of insurance products including whole life, term life, annuities, disability insurance, and long-term care insurance to protect against financial risks.