S P E C I A L A D V E R T I S I N G S E C T I O N
Donna Sowa Allard , , CFP , AIF ®, AIF ®
Certified CERTIFIED Financial FINANCIAL Planner PLANNER ™ Professional
Sowa Financial Group , Inc .
14 Breakneck Hill Road , Ste . 202 Lincoln , RI 02865 401.434.8090
sowafinancial . com
For DONNA more than SOWA fifteen ALLARD years , Donna GUIDES has been HER helping CLIENTS her TO clients formulate gain clarity long around term goals their , and money put them and retire on the with path to confidence achieve . As their a Certified goals through Financial planning Planner and investing ™
. Her professional days include , Donna client provides meetings holistic , portfolio financial reviews planning , research
and planning investment for management clients and she services spends to some her clients time each . She day works reading- with
there clients is so much to develop to be learned a plan that , and reflects so many their perspectives values , helping to consider them ! be Donna more efficient became with a Certified their money Financial and build Planner wealth ™ . professional
because she has always felt a calling toward education , and was Whether it ’ s investing for the future , transitioning into retirement , or inspired by the work she saw her father doing . To be an effective passing wealth to the next generation , Donna partners with her clients financial planner we must educate clients about how to make their to help them make intentional decisions about saving , spending , and money work for them , and the impact of their decisions on their giving , while providing an investment strategy to help address their future . goals . Each client ’ s needs are different , and Donna offers advice that
Donna ’ s job gives her the opportunity to help people in a way that reflects her commitment to their best interest . has both immediate and long term effects on their life . Making thoughtful Donna ’ s clients include professionals , business owners , and retirees decisions looking for now a partner can mean in managing having more their choices money . about She also how works
, when with and where women to who retire find , and themselves the legacy in a you new leave financial to future role , generations having received of your family an inheritance
. It also , allows or managing her to finances earn a living for the with first flexibility time due
, to which death means
I or can divorce be present . for my family when it matters most . Contact Donna to help plan your financial future .
The Securities financial offered professionals through of Commonwealth Sowa Financial Group Financial , Inc . Network offer securities ® , member and advisory FINRA / SIPC services , a
through Registered Commonwealth Investment Adviser Financial . Fixed Network insurance ®, member products FINRA and . org services / SIPC . org and , a advisory Registered services Investment offered by Adviser Sowa Financial . Sowa Financial Group Group , a Registered , Inc . a Investment Registered Investment Adviser , are Adviser separate . Advisory and services unrelated offered to Commonwealth through Sowa Financial . Group , Inc . are separate and unrelated to Commonwealth .
Cervenka Donna Sowa Green Allard & Ducharme , CFP , AIF LLC
A Certified Women-Owned Financial Law Planner Firm
Sowa Financial Group , Inc .
At CGD we bring our knowledge and experience as former
“ big firm ” lawyers to a boutique , small firm setting , where
DONNA we provide SOWA the same ALLARD level of sophistication GUIDES HER , expertise CLIENTS , and TO
reliable formulate service long to our term clients goals , in and a more put them direct on , flexible the path , and to cost-conscious achieve manner their . goals through planning and investing . Her days include client meetings , portfolio reviews , research Our and planning firm has deep for clients experience and she in business spends some litigation time , each real estate day reading- , commercial there is so much lending to , be environmental learned , and and so many land perspectives use law , and to employment consider ! law Donna , offering became cross-functional a Certified talent Financial without Planner the silos ™ that professional often hamper because lawyers she has at always bigger felt firms a calling . toward education , and was inspired by the work she saw her father doing . To be an effective We strive to cultivate an environment where people care about what financial planner we must educate clients about how to make their
they do , where they work , and with whom they work . All of us are also money committed work for to them service
, and outside the impact of the of office their , and decisions invest on significant
their
time future on . State and non-profit boards and in volunteer capacities for many Donna other ’ s job groups gives . her the opportunity to help people in a way that has both immediate and long term effects on their life . Making
thoughtful Jennifer Cervenka , Member ; Diana Ducharme , Member ; decisions Rachelle now can Green mean , having Member more ; Emily choices Migliaccio about , Attorney how , when ; and where to retire , and the Darlene legacy you DeRosa leave , Counsel to future generations of your family . It also allows her to earn a living with flexibility , which means I can be present for 235 my Promenade family when Street it matters , Suite most 475 . Contact Donna to help plan your financial
Providence future .
, RI 02908
Securities offered through Commonwealth
401.214.1020
Financial Network ® , member FINRA / SIPC , a Registered Investment Adviser . Fixed insurance products and services and advisory services offered cgdesq . com
by Sowa Financial Group , a Registered Investment Adviser , are separate and unrelated to Commonwealth .
98 RHODE ISLAND MONTHLY l APRIL 2021