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935 Jefferson Boulevard, Suite 2000, Warwick, RI 02886

(401) 691-4131
rbeaulieu@indfp.com
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Your Financial Life Deserves a Team in Your Corner

As a fiduciary, we're here to simplify the complicated, answer the tough questions, and help you move forward with a plan that truly fits your life.

Financial Guidance Built Around Your Life

What We Do

401k Plans  ·  Income Planning  ·  Financial Planning  ·  Portfolio Mangaement  ·  Investment Advice  ·  Rollovers

We help people just like you take the next step with their finances — whether that's planning for retirement, managing a growing portfolio, or simply getting organized. Whatever you need, we're here to help.

WELCOME
You Don't Have to Figure It Out Alone

Money can be stressful. Planning for the future can feel overwhelming. But it doesn't have to be that way. We work with clients who want a steady team and a clear voice to help them navigate their financial lives. Our job isn't to talk over your head — it's to walk beside you, explain things clearly, and help you feel confident about the decisions you're making.

Our Solutions
Fiduciary Advisor Providing Expertise

Your financial needs are unique, and you deserve guidance that reflects that. Here are some of the ways we support our clients.


For Individuals

  • Retirement income planning
  • Investment account management
  • Financial planning covering Social Security, estate planning, Medicare, and minimizing tax
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For Businesses

  • Retirement plans covering investment selection, compliance, and education
  • Employee benefits and incentives
  • Financial planning for employees
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Risk Management

Life is unpredictable, but your financial plan doesn't have to be. We'll help you identify risks and create strategies to help manage them. box-empty

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How To Get Started

About Our Firm
We're Here Because We Believe in What We Do

We didn't build this firm to push products — we built it to help people. Every client we work with has a different story, and we take the time to understand each one. Whether you're navigating a major life change or just want to get your finances in order, our team brings patience, clarity, and a genuine desire to help. With multiple professionals working together on your behalf, you get a broader range of insights and a deeper level of support. We measure our success by yours, and we're proud of the relationships we've built along the way.

Our Process
Getting Started Is Easier Than You Think

We keep things simple because financial planning should feel manageable, not overwhelming. Here's what working with us looks like.

1. Connect
Evaluate Your Individual Needs Through a Collaborative Discussion

We'll talk about your life, your finances, and what matters most to you — no jargon, no pressure, just an honest conversation.

2. Create
Design a Thoughtful Strategy To Help You Reach Your Goals

Our team will design a personalized strategy based on your goals, your timeline, and the things that are most important to you.

3. Support
Implementation With Personalized Guidance

As your life changes, your plan should too. We'll provide ongoing support and adjustments to help keep you on track.

Schedule a Call

Our Resources
Helpful Reads to Keep You Informed

We share resources regularly to help our clients stay informed and inspired. Take a look at some of the latest below.

Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.
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Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.
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Get Started
Let Us Help You Take the First Step

You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.

Schedule a Call