Bulldog Financial Planning LLC

Patrick Office Photo in Suit for Website.jpg

Fee-Only Financial Planning Lincoln RI

Financial Planning Lincoln RI

Business Page Facebook 3.jpg

Fee-Only Financial Planning Lincoln RI

Home: Welcome

Comprehensive Financial Planning and Retirement Planning Services in Lincoln and Cumberland, RI

At Bulldog Financial Planning LLC, we provide experienced fee-only financial and retirement planning services in Cumberland and Lincoln, RI. We are committed to meeting your unique needs with customized strategies to ensure your fiscal future and confidence. You may be preparing for retirement, planning for wealth, or requiring expert financial guidance, we can help you at every stage of your financial journey. Our complete financial planning approach allows us to provide solutions that address your evolving needs.

Expert Retirement Planning Solutions

We offer a wide array of services designed to assist you in managing, growing, and protecting your wealth. Our fee-only financial planning sessions ensure your best interest is always represented, with transparent pricing and no surprise fees. From wealth management advice to hourly financial planning seminars, we have solutions to help you achieve your goals. By attending our seminars, you will have the opportunity to enhance your financial literacy and learn strategies for managing debt and saving for the future.

Tailored Financial Services to Help You Achieve Your Goals

Bulldog Financial Planning LLC understands that retirement planning is a top concern for many individuals, and we are here to assist you toward a secure and comfortable future. Our retirement planning services are designed to help you create a plan that addresses your long-term retirement goals. If you're searching for financial planning nearby in Lincoln and Cumberland, RI, we have the experience and guidance to help secure your financial future.

Bulldog Financial Planning LLC's Mission Statement is simple: Put you and your family first while delivering you dependable expertise with every service.

The Fee Only company has a fiduciary responsibility to every client which means Patrick will put you and your family's interests first.

Simple Fee Structure with Full Disclosure of Compensation:

Hourly Financial Planning/Wealth Management Fees

Wrap Expenses for Discretionary Managed Accounts/Wealth Management

What does Bulldog Financial Planning LLC do?

Hourly Financial Planning or Wealth Management is available to anyone without an assets under management requirement, a transfer of assets or other hidden incentives.

Discretionary Services:

Managed Accounts are available to clients seeking portfolio management for a simple annualized managed account fee without the hidden extra costs and allows direct access to their portfolio manager.

Wealth Management for clients wanting a fee only full time financial planner, portfolio manager, and a wealth manager to help implement their investment strategy for all of their accounts including discretionary assistance with implementing their strategies for rmds, gifts, and income plans.

Sharing Knowledge:

Financial Planning Seminars or Training Sessions are available for groups or employees.

Learn More About the Owner

VIEW ALL SERVICES