Helping protect individuals, families and businesses for generations
Corner Office Financial, LLC is a financial planning, wealth management, investment advisory and business consulting firm based in Warwick, Rhode Island providing services throughout New England.
Whether you’re an individual or a business owner, your risk management needs change over time. Having the necessary insurances in place may be your first concern to protect your home and life, or to keep your early-stage business healthy and moving ahead. If you’re in business, retaining key employees and finding acquisition opportunities can take precedence as the business flourishes. As you and your business matures, having a sound retirement plan may be the priority. Perhaps seeking a suitable business buyer or navigating an exit or succession plan is part of your retirement planning. Determining your legacy so that the people or causes that matter most today can benefit tomorrow may be of interest no matter what stage of life you’re in.
The professionals at Corner Office Financial wear many hats – as your coach, insurance advisor, succession consultant, etc. We’re always here as part of your trusted advisor team (including your accountant, attorney, etc.) to guide your risk management, insurance, estate planning, retirement decisions, employee benefits, and exit planning.
Our team’s focus is to create a strategy - both for now and the years ahead - to help you reap the financial rewards of your hard work, vision and sacrifice.