Randal S. Poirier, ChFC®

Financial Planner, Partner

Biography

As a Financial Planner and Partner with Independence Financial Partners, I use a detailed goals driven financial planning process to create a customized written Financial Plan for my clients, in an effort to help them accumulate, manage, and protect their wealth in a tax-efficient manner. My financial planning services are fee-based and completely objective. Once I have completed your Financial Plan, you may then choose to continue working with me as your advisor or implement my recommendations on your own. I provide full disclosure of how I am compensated and a complete menu of advisor-client relationship options. Because of my firm’s unique structure, I can offer a comprehensive range of investment and insurance products and services from many of the country’s most well-respected financial companies. The result? Total convenience for you or your business. Finally, I also provide a thorough review of your financial progress every six months to help you avoid wealth erosion and maintain your financial independence.

Focus

  • Fee-based Financial Planning
  • Investment Planning
  • Insurance Planning
  • Estate Planning strategies
  • Planned Charitable Giving
  • Advisory services for individuals and non-profits such as Fee-based Asset Management
  • Employee and Executive Benefit Solutions
  • Qualified Retirement Plans (401(k) and IRAs)

Accomplishments

  • Lifetime member of MDRT (Million Dollar Round Table), a premier industry association of financial professionals worldwide
  • Qualified for the ACE Award thirteen times, one of the highest honors that Signator bestows on financial professionals within the national network. ACE stands for “Achieving Client Excellence”
  • Five Star Wealth Manager Award Recipient, 2013-2017

*The Five Star Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional.

121-20170530-374872

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067