www.corriganfinancialinc.com
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Submitted URL: https://corriganfinancialinc.com/
Effective URL: https://www.corriganfinancialinc.com/
Submission: On October 17 via api from US — Scanned from DE
Effective URL: https://www.corriganfinancialinc.com/
Submission: On October 17 via api from US — Scanned from DE
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Skip to main content menu * Home * About * About Us * Our Approach * Our Team * Charitable Giving * Our Services * Comprehensive Financial Planning * Investment Advisory Services * Tax Planning and Preparation * Corporate Pension Plan Services * Resources * Account Logins * Client Payment * Useful Links * Newsletters * Videos * Contact * Book a Meeting * Refer a Friend Previous Slide◀︎ Next Slide▶︎ * WEALTH MANAGEMENT THAT GOES BEYOND THE NUMBERS * WEALTH MANAGEMENT THAT GOES BEYOND THE NUMBERS * WEALTH MANAGEMENT THAT GOES BEYOND THE NUMBERS * WEALTH MANAGEMENT THAT GOES BEYOND THE NUMBERS * WEALTH MANAGEMENT THAT GOES BEYOND THE NUMBERS WHY US? WE UNDERSTAND THE LANGUAGE OF NUMBERS AND BELIEVE THE BEST FINANCIAL PLANNING CONSIDERS MANY ELEMENTS THAT CONTRIBUTE TO FINANCIAL SUCCESS. ABOUT US Since 1989, Corrigan Financial has been helping clients achieve their financial goals and objectives. The key to our clients' success is the establishment and maintenance of a comprehensive financial planning framework. Delivering this service requires a disciplined environment that coordinates people, process and technology. READ MORE OUR PHILOSOPHY At Corrigan Financial, we believe the creation of a financial planning framework and adherence to an investment policy are the foundations of successful wealth management. We have strong beliefs that define our business, our client interactions, and our approach to service. READ MORE OUR PROCESS The Corrigan Process is a comprehensive approach that is incorporated into every interaction we have with a client. It drives every aspect of our work. We believe this disciplined process enables us to assist each client more effectively to manage his or her personal finances in a complex, ever-changing world. READ MORE 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. Book a meeting 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. READ MORE 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. READ MORE 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. READ MORE 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. READ MORE 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. READ MORE RESOURCES WE'VE GOT THE RESOURCES TO KEEP YOU INFORMED. NEWSLETTER VIDEOS ACCOUNT LOGINS USEFUL WEBSITES CLIENT PAYMENT GET IN TOUCH 747 Aquidneck Avenue Middletown, RI 02842 United States Phone: (401) 849-9313 Email: contactcfi@corriganfinancialinc.com Fax: (401) 849-5508 Toll-Free: 1.888.253.5811 Book a MeetingRefer a Friend * Sitemap * Legal, privacy, copyright and trademark information * Disclaimer * CFI Disclosure Document-Form ADV 2 * CFI Privacy Notice * Form CRS © 2024 Corrigan Financial, Inc. All rights reserved.