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935 Jefferson Boulevard, Suite 2000, Warwick, RI 02886

(401) 691-4131
rbeaulieu@indfp.com
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About Us
We Genuinely Care About Your Financial Future

About
When you walk through our doors

You’ll always be greeted warmly. When you call our office, the phone will be answered by a real person—not a machine—ready to address your questions or find a resolution for your challenges. We’ve been in the community for generations, and we’re here to stay. You’ll be able to form a strong relationship with your advisor, one that is designed to last, because you won’t find yourself “reassigned” to someone else. Our central location makes it easy to find our offices and convenient for confidential meetings that ensure your privacy.

We’ll get to know you personally, like a member of our family, yet you’ll have the benefit of all the resources of the largest independent firm in the state. The values that drive us are easy to see: a deep commitment to serve and dedication to caring personal attention.

Our one goal is to focus on your best interest; as independent fiduciaries, we retain the freedom to offer completely objective and unbiased advice.

What Makes Us Different
As a business client

You’ll work with someone who understands the challenges of running a business—those that you face daily and those that seem to come out of nowhere. Decades of experience working with hundreds of businesses have given us a broad perspective and many solutions to draw upon. Beyond that, as owners of a family business ourselves, we know about the issues you face because we’ve been in your shoes. 

You and your employees will find that we offer extensive support, education, and planning services along with expertise in overseeing a variety of retirement and benefits plans. And as you look toward the future of your enterprise, we are here to provide succession and exit planning as well as risk management and insurance coverage to protect your key employees.

Our Mission

Our mission is to provide thoughtful, personalized financial guidance that helps the people in this community feel more confident about their future. We're here to simplify the complex and be a calm, steady presence when it matters most.

Our Vision

We want every client who walks through our door to feel heard, valued, and empowered to take meaningful steps toward the life they want — without ever feeling rushed or pressured.

Our Core Values

Empathy, patience, and integrity guide everything we do. We believe in taking the time to get it right, explaining things as many times as you need, and always acting in your best interest — no exceptions.

Meet The Team
Get to Know the People in Your Corner

We'd love to share a little about who we are, what drives us, and why helping people in this community is the most rewarding work we can imagine.

Rick Beaulieu, Jr.

Rick Beaulieu, CLU®, ChFC®, AIF®

Managing Partner

Emily Fontes

Emily Fontes

Client Service Manager

Glen Elezi

Glen Elezi, MBA, APMA®

Director of Investment Operations

Kristen Mota

Kristen Mota

Operations Manager

Get Started
Let Us Help You Take the First Step

You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.

Schedule a Call