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

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WORRY LESS. RETIRE MORE.

“It’s more than just dollars and cents. It’s about living the life you want.”

Financial Planning

Financial Planning

Planning your retirement is more than just optimizing the dollars and cents.
It is about planning how to make the most of your life.

All of our plans are custom-built for you because your goals and wishes aren’t like anyone else’s.

We'll advise you on:

Whether your need to decide when to retire, navigate a difficult life transition, or educate the next generation, our team is ready to provide clarity and direction into these new life chapters.

We'll advice on you

"Children of our clients are our clients."

We often help with:

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How we help

Our Best Plan

Retiring comfortably and with confidence is not only a necessity, it is a requirement.
Together, we will create a plan to simplify your life so you can live your dream.

 

How we help

Our Best Plan

Retiring comfortably and with confidence is not only a necessity, it is a requirement.
Together, we will create a plan to simplify your life so you can live your dream.

Have More Questions?

Retiring comfortably and with confidence is not only a necessity, it is a requirement. Together, we will create a plan to simplify your life so you can live your dream.

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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.

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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.