Financial Independence, LLC
Financial Independence, LLC (CRD# 150515) is a financial advisory firm headquartered in Warwick, RI. They manage $98,000,000 in 172 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management98MILLION
Total Number of Accounts172ACCOUNTS
Average Account Value$569,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CT, FL, MA, RI, TX
Rick Campbell (CRD# 4566472) is an Investment Advisor Representative and President of Financial Independence, LLC. He has over 15 years of experience in the finance industry and is a Chartered Financial Consultant (ChFC®), the highest standard of knowledge and trust in financial planning.
While working in the corporate arena, many of Rick's friends approached him during the stock market crash of 2000 — 2001, asking for a second opinion on their investment portfolios. Upon review, he suggested they seek the advice of a professional advisor. To his surprise, most of them were already working with one, something he found very disconcerting, given the poor condition of their finances and investments and their obvious lack of confidence. So he offered to find an advisor they might consider. As he interviewed potential candidates, he asked about their philosophy, approach, and fees, but many were either reluctant to, or not prepared to, answer these basic questions. Ironically, his simple offer turned into a major undertaking, and a very frustrating one at that, given his commitment to help. This, ultimately, was the genesis of Financial Independence.
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 creates 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 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 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 passion, not just a fiduciary obligation.
Mark Lavallee (CRD# 1419202) is an Investment Advisor Representative working at Financial Independence, LLC in Warwick, RI and has over 32 years of experience in the finance industry. Mark Lavallee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.