Investment Management Firms Westerly RI

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Stephen Poplaski
Lighthouse Financial Management, LLC
(401) 596-3392
85 Beach Street, Building D
Westerly, RI
Expertises
Ongoing Investment Management, Tax Planning, Planning Issues for Business Owners, Divorce Planning, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, CPA/PFS, MBA, MSFP

Mr. Stephen C. Poplaski, CFP®
(401) 596-3392
85 Beach Street
Westerly, RI
Firm
Lighthouse Financial Mgmt., LLC
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided by:
Mr. Philip M. Overton Jr., CFP®
(401) 596-8297
53 High St
Westerly, RI
Firm
Prudential
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Planning, Retirement Planning

Data Provided by:
Mr. David M. Urso, CFP®
(401) 596-0234
75 Granite St.
Westerly, RI
Firm
LPL Financial
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Robert R. Fradette, CFP®
(860) 572-4045
2 Water Street
Mystic, CT
Firm
Infinex Investments, Inc.

Data Provided by:
Mr. Matthew Joseph Cunningham, CFP®
(401) 596-0193
85 Beach St Bldg C
Westerly, RI
Firm
First Allied Securities, Inc.
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Education Planning, Investment Management, Investment Planning, Life Transitions, Long-Term Care
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided by:
Mr. Daniel M. Makin, CFP®
(401) 596-2800
9 Granite Street
Westerly, RI
Firm
Professional Planning Group

Data Provided by:
Mr. Michael T. Ryan, CFP®
(401) 596-2800
Professional Planning Group
Westerly, RI
Firm
Professional Planning Group

Data Provided by:
Mr. Malcolm A. Makin, CFP®
(401) 596-2800
9 Granite St
Westerly, RI
Firm
Professional Planning Group

Data Provided by:
Mr. Theodore L. Parker, CFP®
28 Cottrell St
Mystic, CT
Firm
Parker Financial Planning, LLC

Data Provided by:
Data Provided by:

Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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