Tax, insurance, and investment planning all under one roof.
"Leave feeling better"
1275 Wampanoag Trail • Suite 3A • Riverside, RI 02915
the Value Creation Conversation™
Focus on the Future. Your vision and priorities are the center of our process. In this first step, we learn about the future you want and your commitment to achieving it then map it to our process-driven capabilities. We introduce you to our client-centered philosophy and identify which of our two Service Models would benefit you the most.
The Prosperity Planner
the Partnership Builder™
Together We're Better. Knowing your current situation helps us determine how best to help you reach your desired future. In step two, we gather the necessary information to create a comprehensive and customized plan by evaluating your unique needs and personalized preferences.
the Prosperity Gameplan™
Your customized Prosperity Gameplan is introduced. In step three, we walk you through the strategies and options that will help you reach your goals. With your confident consent, we put the wheels in motion, focused for the future.
the Coach Contribution™
Serve as Advocates. An active plan performs best when it is reviewed regularly, and in this step we draw from established resources, capabilities and experience to keep your Gameplan aligned with your desired future. Through consistent communication and unlimited availability, we make your prosperous future our business.