The Retirement Planning Company

Financial consultant in Warwick, RI (show on map)

3.0

★★★☆☆

2 reviews

We help clients develop, implement, and monitor strategies for retirement, investment, estate planning, and insurance.

Call (401) 453-5558

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About

The Retirement Planning Company provides comprehensive financial services, including retirement planning, investment management, estate planning, and insurance, employing a team approach to address diverse client needs and goals.

Team approach to financial planning

Comprehensive suite of services including investments, financial planning, insurance, and estate planning

Personalized strategies tailored to individual client goals

Services

Investments

Management of bonds, common stock, IRAs, Treasury bills, government securities, variable annuities, and brokerage accounts.

Bonds Common Stock Educational IRA Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills Government Securities Treasury Notes Variable Annuity

Financial Planning

Comprehensive planning for retirement, tax, estate, and other financial needs.

Retirement Plans Tax Plans 401(k) Planning 403(b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans

Insurance

Coverage for disability, life, long-term care, and other insurance needs.

Disability Income Insurance Life Insurance Long-Term Care Insurance

Estate Planning

Management of estate affairs, including wills, trusts, and wealth distribution strategies.

Wills Trusts Healthcare Directives Power of Attorney Estate Tax Planning Business Succession Planning

Credentials & Certifications

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Reviews

Rating

★★★☆☆

Reviews

Frequently Asked Questions

What is the purpose of estate management? +

Estate management enables individuals to manage their affairs during their lifetime and control the distribution of their wealth after death, including healthcare wishes and financial management if unable to do so.

Why is timing important for retirement? +

Timing your retirement is crucial due to sequence of returns risk, which can significantly impact the longevity of retirement funds.

What are catch-up contributions? +

Workers aged 50 and older may make additional contributions to their qualified retirement plans above standard limits, known as catch-up contributions, to boost retirement savings.