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OUR SERVICES

Our services are integrated to provide you with an overall financial plan that incorporates your unique needs and objectives within a framework designed for tax efficiency and successful wealth accumulation.

Comprehensive Financial Planning

Our approach is more comprehensive than basic financial planning, and goes beyond the numbers by addressing your financial life through careful exploration of your goals, lifestyle, and personal preferences. Our in-depth process results in a flexible, long-term plan customized to address your specific and evolving needs.

Investment Advisory Services

A personalized investment strategy is essential to your long-term financial security. Therefore we develop an investment policy that is consistent with your overall financial plan and incorporate your values and goals, your comfort with risk, and your planning time-horizon and assets.

Tax Planning and Preparation

Taxes are an integral part of your financial world. Our tax knowledge is a distinct benefit of working with Corrigan Financial. We incorporate tax considerations into both our planning and our investment management.

Corporate Pension Plan Services

We provide comprehensive investment advisory and consulting services for corporate pension plans. Our full-service pension plan solution focuses on fiduciary diligence, diverse investment options, participant education and full disclosure of all fees and expenses.

Charitable Giving

Corrigan Financial, Inc. believes whole-heartedly in the importance of community service and in supporting the good work of non-profit organizations both in RI, and nationally. CFI staff are encouraged to get involved with organizations that are important to them and are supported in their efforts.