About My Practice
We are a completely independent full service Financial Planning Firm. We are not tied - or limited - to specific financial products. We have no sales quotas. We work for you and your family using a process based on frank, two-way communication. Only when we completely understand your problems, needs and values can we provide the best solutions for you to achieve your goals. Our objective is to give you "clear solutions in a complex world." We specialize in guiding you through life's transitions, such as Retirement, Divorce, Death of a Spouse, Sale of a Business or Receipt of an Inheritance, leaving you time to concentrate on important things like your career, your leisure time and your family. If there's anything better than the quality of our financial advice - according to our clients - it's our customer service. We know you by name, not by account number. We are always accessible and respond promptly to your questions or concerns.
Experience
1991 Founded Entwistle Financial Life Planning (formerly known as W.A. Entwistle and Associates) 1988 CERTIFIED FINANCIAL PLANNERTM certificant
1979 BS Degree in Finance from the University of Rhode Island
Registrations, Licenses, Certifications & Affiliations
Insurance Licenses
Life insurance: RI, Health/disability insurance: RI, Fixed annuities: RI, Variable annuities: RI
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - REGISTERED LIFE PLANNER ®
Broker-Dealer Affiliation
None/NA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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