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

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WORRY LESS. RETIRE MORE.

"It isn't just about money.

It's about shaping the life of your dreams."

"It isn't just about money. It's about shaping the life of your dreams."

Our Process in a Nutshell:

"Children of our clients

are our clients."

We often help with:

How We Help

 

Sustainable Spending Lab

We’ll give you precise saving/spending targets that maximize spending, yet safely assure a lifetime of fund security.

Financial Planning

More than just numbers, we custom tailor comprehensive plans that optimize both saving and spending.

Investment Management

New advanced tools now enable safer, high-return investments and unprecedented market insight.

Have More Questions?

We’re eager to hear about your financial goals and concerns. Let’s arrange a no-pressure get-together to find out if we’re a good fit for one another.

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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.