Kevin Beaulieu

About Kevin Beaulieu

935 Jefferson Blvd.| Suite Warwick, RI 02••••••••00 Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic to Build and Protect Financial Security for GenerationsIndependence Financial Partners has been helping individuals, families, and businesses achieve their financial goals for over 100 years. The firm has over 70 financial professionals throughout Southern New England.IMPORTANT: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. An ongoing management fee is charged to investors who are invested in these portfolios. Investors should note that the deductions of fees will impact overall account returns.

Experience

1. Managing Partner

   Independence Financial Partners

   Jan 1992 — Present · Providence, RI, US

   Over 25 years of personal and professional commitment to helping clients with financial investing, asset preservation, retirement planning, and employer benefits. Highlights:Independent Investment Research: IFP Research (linked below), established in 2015, adds new insights and customized investment analysis for clients seeking independent, informed financial guidance. Two times a year, the IFP Investment Advisory Group, comprised of leading economists from across the country, convenes with IFP Research to discuss economic trends, potential investment challenges and opportunities. The Research Reports produced from these discussions add a valuable component of objective, expert knowledge for clients.Fiduciary Guidance and Partnership: Independence Financial Partners\' experience in the area of fiduciary compliance predates recent scrutiny and media headlines. We have always operated by the fiduciary standard and we\'re pleased to be leaders in helping employers confidently provide cost-efficient and competitive qualified and non-qualified retirement benefits to their employees. We have multiple advisors with the Accredited Investment Fiduciary (AIF) designation which means we are experts in guiding clients through a prudent investment process in a role of trust, confidence, and/or legal responsibility.

Education

• Boston College Carroll School of Management

  Bachelor of Science (B.S.)

  1984 — 1988

Skills

• New Business Development
• Sales
• Marketing
• Retirement
• Strategic Financial Planning
• Strategic Planning
• Fixed Annuities
• Series 7
• Employee Benefits
• Mutual Funds
• Management
• Investments
• Retirement Planning
• Finra
• Insurance
• Life Insurance
• Finance