Fee-Only Financial Advisor Rhode Island – Eliot Rose Wealth Management

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WORRY LESS. RETIRE MORE.

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Eliot Rose Wealth Management

We are a Fee-Only financial planning firm that’s on a mission to make retirement less stressful. We’re born and raised in East Greenwich, RI. We work with clients locally and across the country.

Our meetings take place virtually from the comfort of your own home. We begin every relationship with a complimentary “meet and greet” to see if we’re a good match. No stress. No pressure. No sales pitch. It’s everyone’s opportunity to get to know one another.

Call Kris
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(401) 588 - 5102

Email Kris
Now

ksb@eliotrose.com

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This assures there are no hidden commissions or secret referral fees. We believe this is the only type of advisor who can truly provide unbiased and objective financial advice.

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Social Security” is the term used for the Old-Age, Survivors, and Disability Insurance (OASDI) program in the United States. It’s run by the Social Security Administration (SSA), a federal agency. It’s best known for retirement benefits, but it also provides survivor benefits and income for workers who become disabled. Read more…

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The Sustainable Spending Analyzer (SSA) is a next generation, 360-degree approach to retirement planning. It’s a refreshingly straight-forward tool that turns confusing charts and graphs into answers about the most important decisions related to your retirement.