Kevin J. Beaulieu, ChFC©, AIF®

Managing Partner

Biography

Kevin Beaulieu, ChFC, Managing Partner of Independence Financial Partners, a John Hancock Financial Network firm, graduated from Boston College Carroll School of Management in 1988 and started his career in the Long Term Care division of John Hancock. In 1992, Kevin joined the Rhode Island John Hancock Financial Network firm to develop and manage the firm’s brokerage division. He was named Managing Partner in 2002, at what is now Independence Financial Partners.

In his 25-year career, Kevin has been actively involved in many charitable and community organizations. In his free time, he enjoys golfing at and sailing with his wife, Maureen, and their three children, Anna, Joseph and James.

Focus

  • Retirement Strategies
  • Corporate Retirement Planning Services
  • Business Strategies
  • Investments & Asset Allocation
  • Estate Planning Strategies
  • College Savings Plans
  • Life Insurance
  • Long Term Care Insurance

Charitable and Civic Organizations

  • Rhode Island Estate Planning Council
  • Rhode Island Society of Financial Service Professionals
  • National Association of Insurance and Financial Advisors
  • East Greenwich Yacht Club
  • St. Kevin Parish Finance Counsel
  • Governor Warwick Country Club

121-20140603-188335

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067