Faces of Rhode Island Faces 2020 - Page 42

SPECIAL PROMOTION

FACES of
Rhode
Island
★ 2020 ★
THE FACES OF

FINANCIAL EMPOWERMENT

Briggs Advisory Group

Briggs Advisory Group acts solely in your best interest when offering personalized financial advice . Simply stated , they are your independent fiduciary advisor . Many of the families and individuals they work with are retirees , professionals , business owners and trustees , both from New England and across the country , who generally have one of the following significant concerns about their financial well-being :
• Making smart , informed decisions with their money
• Managing their investment portfolio to meet their personal financial goals
• Providing sufficient cash flow for an independent and dignified retirement
• Minimizing income and estate taxes
• Providing a legacy through the transfer of assets to future generations
• Protecting against third parties unjustifiably taking current and / or future assets
• Making tax efficient significant charitable gifts
Briggs Advisory Group works with their clients as their single team of advisors in conjunction with their legal and tax professionals so that their financial plans are implemented and carried out in a cost-effective , tax-efficient and coordinated manner .
From left : Harold “ Skip ” Briggs , Jr ., Kimberly DeAngelis , Christopher Ricci , Candace Furtado , Dawn Filliatreault Wood . 24 Albion Rd ., Suite 440 , Lincoln , 401-334-3400 , briggsadvisory . com