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SPECIALIZING IN
Business Retirement Planning Services - 401(k)
Individual Retirement Strategies
401(k) Rollovers
Personal Consultation with a Financial Professional

YOUR FINANCIAL SOLUTIONS

Our regional New England roots make our relationships with clients have the benefits of personal service combined with access to preservation, investment and advisory products from many of the industry's most well-respected financial service companies.

RETIREMENT SERVICES

Our firm has a long and results oriented track record in retirement planning for businesses and individuals. We service more than 60 retirement plans, consulting on plan design, benchmarking, investment advice, fiduciary compliance, participant outcomes and more.

IFP RESEARCH

our goal is to provide advisors with both the data and insights to make better informed investment decisions. our team approach allows our advisors to offer a differentiating, codified investment process to serve the best interests of our clients.

ESTABLISHED IN 1909

Rooted with an iconic American brand our firm established an office in downtown Providence over 100 years ago. Today, our full service firm serves Southern New England from its main office in Warwick, RI and a satellite office in Rocky hill, CT.

The four convenient offices in Rhode Island serve clients throughout the State and on Cape Cod.

 Email: kbeaulieu@indfp.com

Directions to our Main Offices

From the North or the South:

Take I-95 to Exit 13, T.F.Green Airport
Merge onto the Airport Connector
Take the Jefferson Boulevard exit
Turn RIGHT onto Jefferson Boulevard (<0.1 mi)
935 Jefferson Boulevard is the 3rd building on the right
Our office is on the 2nd floor
Questions? 401-732-4800

Randal S. Poirier, ChFC

Email: rpoirier@indfp.com

Calkins Wealth Strategies

Email: bcalkins@calkinswealthstrategies.com

CORE FINANCIAL PARTNERS

Email: Liz@Newportcfp.com , Brian@Newportcfp.com

Beaulieu Wealth Management

Email: cbeaulieu@bwealthmgt.com | jbeaulieu@bwealthmgt.com | gbeaulieu@bwealthmgt.com

Connecticut

Email: kbeaulieu@indfp.com

Directions to our Main Offices

From the North or the South:

Take I-91 to Exit 23, West St. toward CT-3/Rocky Hill
From the South, turn LEFT onto West St. -- OR --
From the North, turn RIGHT onto West St.
Turn RIGHT onto Corporate Place
Turn RIGHT into the 1st parking lot, 100 Corporate Place is the 1st building
Our office is on the 2nd Floor
Questions? 860-529-9925