top of page

Fee-Only Financial Planning Session for Lincoln, RI

Home: Welcome

At Bulldog Financial Planning, we are passionate about offering professional and personalized fee-only financial planning for our clients of any background or profession in and around Lincoln, RI. But why should you choose us over other financial planning firms?

Why Choose Us For a Fee-Only Financial Planning Session

 

Not everyone is looking for a full time financial planner. Financial Planning is available at Bulldog Financial Planning without a product purchase requirement, transfer of assets requirement, or assets under management requirement. Our approach is entirely fee-only, not fee-free or fee-based. This means that we do not earn any sales incentive, commission, or kickback for recommending specific investments, annuity or life insurance products, banks, or broker dealers/custodians. We separate the advice cost from the transaction cost.

 

Our only sources of income are an hourly financial planning fee and/or an annualized discretionary portfolio management fee paid for by our clients, which ensures that our recommendations are always unbiased and in the client’s best interest. This sets us apart from other financial planning firms that may be incentivized to push certain products or services for their own benefit. Bulldog Financial Planning gives clients access to objective advice.

We are a Fiduciary which means Bulldog Financial Planning has a legal responsibility to put your interests first.  

 

At Bulldog Financial Planning, we offer a wide range of services to cater to each client's unique needs without fitting you into a pre-defined planning mold. Clients choose how much advice they want or need and have the option to use home office visits or remote meetings.

Patrick is an experienced Financial Planner and Portfolio Manager. Whether you want or need to work on retirement planning, home purchase planning, tax planning, health care, social security, college or trade school planning, investment planning, estate planning, or if you are looking for someone to help monitor and/or implement your investment strategy, Patrick has the expertise to help you achieve your financial goals.

 

We can work with your existing team of other professionals such as accountants or attorneys, or introduce you to experts in those fields. 

 

Moreover, our client-first approach means that we prioritize building long-term relationships with our clients. We take the time to understand their current financial situation and future aspirations before creating a customized plan that aligns with their goals. Our transparent and open communication ensures that our clients are always informed and involved in the decision-making process.

Furthermore, at Bulldog Financial Planning, we understand the importance of education when it comes to financial planning. Our goal is to empower our clients to take control of their financial futures.

We believe that financial planning should be accessible to everyone, regardless of their income or net worth. Are you ready to get started? Contact us today.

bottom of page