§ iOn continuity
“We have not had to introduce ourselves to a new advisor in nine years. That is, on its own, the most valuable thing he has done for us.”
A retired founder
Client since 2017
PerspectiveV
What clients have written,
in their own hand.
Three letters received over the years, anonymized for privacy. Below them, the local stations that have featured the practice or air Retire With Balance.
From letters receivedVIII
What clients have written,
in their own hand.
§ iiOn the work itself
“He showed us a tax move our prior firm had missed for a decade. Quiet, specific, and worth far more than what we pay him. The plan reads like it was written for our family, because it was.”
A second-generation business owner
Client since 2019
§ iiiOn peace of mind
“After my husband passed, Rob walked our daughters through everything in plain English — trusts, accounts, what to do and when. We finally felt looked after rather than sold to.”
A widow and her two adult daughters
Clients since 2014
Identifying details have been withheld to protect client privacy. Statements are unpaid and offered voluntarily; they describe the experience of the individual client and are not necessarily representative of any other client’s experience. Comments do not constitute a guarantee of similar results.
Recognition & Press
Selected broadcast appearances and the local stations that carry Retire With Balance, the practice’s long-running television program for Rhode Island and southern New England audiences.
FOX|ProvidenceWNAC — 64Retire With BalanceCBS|ProvidenceWPRI — 12Retire With BalanceNBC 10|WJARNBC 10 ProvidenceRetire With BalanceWPRO|AM 630News-Talk RadioFeatured guest, Money Pros
Mention by a media outlet does not constitute an endorsement of the firm or any service. Stations and programs listed for identification only.