Services

  Our services are usually obtained by a recommendation from one of our existing clients or a working relationship with another professional. Our initial meeting is a cost-free discovery session to gather facts and to explain our role in development and implementation of your financial plan. It is important for all of us to get a feel for being able to work together and develop personal money strategies. Our roles in financial planning for you are:

Areas of Specialty

  • Fee Based Financial Planning
      - Financial Planning
      - Retirement & Estate Planning
  • Fee Based Investment Planning
      - Wrap Investment Programs:
      - Portfolio by Design
      - Separate Accounts/ Private Money Managers
      - Brinker Core Asset Manager
  • Long Term Care and Life Insurance
  • Estate Conservation Products
  • Retirement Planning Products
  • Brokerage Services


935 JEFFERSON BLVD. - WARWICK, RI 02886 - 401-732-4800

We are licensed to sell Insurance Products in the following states:
Connecticut, Florida, Georgia, Massachusetts, Maryland, Minnesota, Oklahoma, Rhode Island, South Carolina.

We are registered to sell Securities in the following states:
Connecticut, Florida, Georgia, Indiana, Massachusetts, Maryland, Minnesota, New Hampshire, New York, Oklahoma, Rhode Island, South Carolina.

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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