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Welcome to Sea Star Financial, LLC
Sea Star Financial, LLC provides Fee-Only Financial Planning and Investment Advisory Services to individuals, families and small businesses for Rhode Island residents. These services may be general in nature or focused on particular areas of interest or need, depending upon each client's unique circumstances. The primary function of Sea Star Financial is providing financial planning services and investment advice to individuals.
Advice is rendered in the areas of cash flow and debt management, risk management, college funding, retirement planning, estate planning, tax planning, asset allocation, insurance needs, charitable or philanthropic planning and investment selection. In addition, if the client is a small business, advice is rendered in the areas of succession planning, and business continuity funding. Sea Star Financial employs fundamental, long-term financial planning and investment strategies for most clients, although other investment strategies may be employed for some clients. Other areas of concern to the client may be reviewed by Sea Star Financial or outsourced to other experts for their review (only with prior approval of Client). Sea Star Financial does not provide tax or legal advice, nor is any specific advice regarding property and casualty insurance provided.   |
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Thomas Doyle, Principle, Sea Star Financial, LLC. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your advisor prior to implementation. Financial planning and investment advisory services are offered through Sea Star Financial, LLC, a registered investment advisory firm in the State of Rhode Island. Investment advice and services are contingent upon execution of the Client Services Agreement. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Rhode Island. We are legally empowered to provide investment advisory services on a very limited basis to individuals in some other states. All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. |
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• Sea Star Financial, LLC • 60 South County Commons Way • Suite G5 • Wakefield, RI 02879 • 401-284-3515 • |
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