Offices:
Rhode Island:
935 Jefferson Blvd., Suite 2000, Warwick, RI 02886
Biography
Don strives to help businesses and professionals build wealth, preserve their assets and reach their financial goals. A resident of East Greenwich, Bryant graduate and EG Rotarian, Don enjoys helping his community and the people he comes in contact with.
As a business owner, he knows what it feels like to always have one eye on the bottom line. As a father of four, he knows what it feels like to preserve his family. And, as a teacher/coach, he knows the importance of providing patient, consistent and informed guidance. He taps into all of this valuable experience and the financial expertise and tools of Independence Financial Partners to help individuals, businesses and families better navigate towards a sound financial future.
Focus
- Business Strategies for Owners
- College Savings Plans
- Estate Planning Strategies
- Insurance-Based Preservation Strategies
- Investments & Asset Allocation
- Life Insurance
- Long Term Care Insurance
- Retirement Strategies
- Retirement Income Strategies
- Wealth Accumulation
Charitable and Civic Organizations
- Christian Hill Community Church Member
- East Greenwich High School Hockey Coach
- East Greenwich Rotary Club Member
- East Greenwich Youth Lacrosse Association Coach
- Rhode Island Lacrosse Associate Board Member
- Southern RI Rams Coach Volunteer Hockey Coach