BALANCED WEALTH MANAGEMENT
After dedicating your life to working and providing for your family, you deserve a comfortable retirement, and our team has the expertise to help get you there.
AS SEEN ON
ROBERT AUCLAIR, CFP®
Robert Auclair has built his company with integrity and years of diligence, holding fast to the teachings of his father, a business professor at Providence College. During his teaching career, Robert’s father prepared financial plans for friends and family because he enjoyed serving his community in that capacity. When Robert founded his practice, his dad was always there, meeting with clients and encouraging him to keep going.
A 1996 graduate of Providence College, with a degree in accountancy, Rob is a Certified Financial Planner™ (CFP®).
Rob was featured on WNAC-64 Television’s (Fox affiliate) Money Pros program for four years as the financial planning pro. He also provided expert commentary on WPRO-AM 630 radio and WLNE-TV 6 (ABC affiliate), among other news outlets. Rob continues to be a resource for local media regarding investments and financial planning. He currently co-hosts Retire with Balance at 11:30 pm Sunday mornings on Fox Providence and 10am Sunday mornings on CBS. He is also actively involved in his local community and is a volunteer youth basketball coach.
All Webinars: Current Intelligence Briefings
The Rhode Island Pension Purchasing Power Gap
Why many pension-based households feel financially tighter today, even when income has not changed significantly. How some households create a second steady monthly payment for essential costs
RETIREMENT (WEBINAR)
RETIREMENT (WEBINAR)
Small Business Owner Income & Tax Efficiency Briefing
Why most small business owners are not optimizing their own income. How business cash flow, taxes, and personal income often stop working together. How some owners create predictable monthly income outside business cycles. Is RISavers Enough For Your Business And Your Future?
RETIREMENT (WEBINAR)
How Larger Investment Portfolios
Are Being Taxed Differently Today
The wealth structure & tax classification briefing. How larger Investment Portfolios are being treated differently in today’s tax environment. What is changing, what it means, and how some people are adjusting structure in advance.
RETIREMENT (WEBINAR)
401(k) Millionaire Next Door
Unexpected Tax Problems Later
Large Retirement account(s) can create Large Tax Problems. Helping people understand how to turn large pre-tax savings into usable monthly income without unnecessary tax damage. Turn a large Retirement Account into reliable, Tax-Efficient Income.
