Financial Independence, LLC | Financial Advisor in Warwick ,RI

931 Jefferson Blvd
Suite 2005
Warwick, RI 02886
Phone: (401) 681-4825

The Confidence of Knowing


About

When it comes to our professional lives, there’s nothing more meaningful and rewarding than the work we do at Financial Independence. We devote proper attention to your goals and help you develop a plan that is designed to create clarity, confidence and peace of mind. We are independently owned, offer no proprietary products and dismiss a culture of sales quotas. We believe that honesty, integrity and sound ethics engender trust, which is the cornerstone of our business and our lives.

Our extensive financial planning experience enables us to deliver personalized solutions. We leverage advanced technology to enhance our conversations and explore “what-if” scenarios, so you can see the causes and effects of your financial decisions and gain insight into:

• Living well, now and in the future, while sustaining your retirement assets in an age of longevity
• Making your money last by developing a comprehensive investment strategy and minimizing taxes
• Optimizing retirement income and Social Security strategies to reduce the risk of running out of money
• Addressing the impact of rising healthcare costs and long-term care events that can deplete assets

Today’s financial complexities can be overwhelming! Our clients want to simplify their lives by delegating their financial matters to a competent and trustworthy professional, one whose attention is fueled by integrity, passion and caring, not just fiduciary obligation.

31 Years of Experience



General Information
Firm Start Year:   2009
No.of Employees:   5-9
Name of Custodial Firm:   TD Ameritrade Institutional
States Licensed in:   MA, RI, DE
Number of Years with Current Firm:   8


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Long Term Care , Health , Life
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information
Firm's Number of Clients:   170
Firm's Number of Planning Clients:   50
Firm's Number of Managed Clients:   160
Assets Managed by Firm:   $105,000,000
Assets Managed by Advisor:   $30,000,000


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Hourly , Based on Assets , Commissions , Flat Fee


Education
BA  Clark University
09/1981- 05/1985

MBA  Boston College
09/1989- 05/2003



FAQs

Mark Lavallee

Mark Lavallee

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


Mark has over 20 years of financial services and investment experience working with institutions, corporations and individuals. Mark greatly enjoys his role in helping people develop finer lives by solving financial problems and obstacles and getting their financial household in good order.

Prior to joining Financial Independence, Mark was a Vice President with MFS Investment Management, with a focus on institutional investments and relationship management for senior MFS relationships. Mark earned the Certified Financial Planner (CFP®) designation in 2007, studying at the College for Financial Planning. The CFP®certification requires passing five core curriculum tests in Estate Planning, Taxes, Retirement Plans, Investments, and Insurance and Planning, as well as an integrated ten hour final exam. In 1993, Mark received his M.B.A with a concentration in finance from Boston College and a B.A. from Clark University in 1985.

Mark resides in Franklin, MA and enjoys spending time with his wife, Patty, and his three daughters, Sara, Emily and Abby. Mark also enjoys volunteering, sports, coaching his kids, and is an active participant in regional running races.

My Team


Rick W Campbell
Rick W Campbell

President, MBA, ChFC®

For Rick, helping people stay on top of the many financial responsibilities of today's fast-paced and complex world is fulfilling work. He always puts his clients' needs first, approaching them with honesty and integrity. He measures success based on his ability to provide clients with peace of mind and the financial freedom to live with confidence and comfort. Prior to founding Financial Independence, LLC, Rick was co-founder and partner at Halperin & Campbell, LLC. Formerly, he was Vice President in the Consultant Practice at CIGNA Retirement & Investment Services. Rick has also held financial positions at Fleet Financial Group, BankBoston and Allmerica Financial. Rick has earned the ChFC® (Chartered Financial Consultant) designation, an ...more


Brandon S. Sievers
Brandon S. Sievers

Financial Advisor

For Brandon, helping clients find their personal sweet spot, where money and meaning intersect, is of utmost importance. He takes a total life management approach with his clients, and firmly believes that honesty and integrity should never be compromised. Brandon believes that the wealth management and financial planning industry has historically catered to the affluent,and focused more on Baby Boomers than the needs of younger generations. As such, Brandon wants to revamp the traditional financial service model to align with the needs and wants of generations like his, including debt management solutions, leveraging technology to minimize costs, alternative payment plans, and a much more collaborative approach emphasizing the use of money ...more


Communities Served

Ashaway Assonet
Attleboro Attleboro Falls
Barrington Blackstone
Bristol Carolina
Charlestown Chepachet
Clayville Coventry
Cranston Danielson
Dayville Dighton
East Freetown East Greenwich
Exeter Fall River
Foster Greene
Greenville Harrisville
Hope Hope Valley
Hopkinton Jamestown
Johnston Kenyon
Kingston Little Compton
Mansfield Manville
Mapleville Millville
Moosup Newport
North Attleboro North Dighton
North Kingstown North Providence
North Scituate Norton
Oneco Pascoag
Pawtucket Plainfield
Plainville Portsmouth
Providence Rehoboth
Saunderstown Seekonk
Shannock Somerset
Sterling Swansea
Taunton Tiverton
Voluntown Wakefield
Warren Warwick
West Kingston Westport
Wood River Junction Woonsocket
Wrentham Wyoming

Office Hours

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 5:00 PM

Compensation Arrangements

Check