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OUR PRODUCTS AND SERVICES

stephen_volpe

Stephen Volpe

WealthAdvisors_FIXED
GCU Wealth Advisors
Managing Director of New Business

Located at:
Greenwood Credit Union
2669 Post Road
Warwick, RI  02886

Phone: 401-562-2743
Fax: 401-739-5596
Email: [email protected]

We can help you in the following areas:

At GCU Wealth Advisors, we provide expert assistance in all areas of your financial life.

Retirement Planning

  • IRAs (Educational IRAs, Traditional IRAs, Roth ISEP IRAs, Simple IRAs)
  • Employer Sponsored Retirement Plans
  • Annuities
  • Strategies for Retirement Plan Distributions
  • Saving for Retirement
  • Planning for Income in Retirement

Investment Planning

  • Investing Basics (Brokerage Accounts, etc.)
  • Setting Investment Goals
  • Designing and Managing Investment Portfolios
  • Handling Market Volatility
  • Asset Allocation and Diversification
  • Taxable vs. Tax Free Investing
  • Stocks
  • Bonds
  • CDs
  • Annuities
  • Mutual Funds/ ETFs
  • Access to Top Professional Money Managers
  • Multi-Disciplined Discretionary Strategies
  • SEI Private Trust Company
stephen_volpe

Stephen Volpe

GCU Wealth Advisors
Managing Director of New Business

Located at:
Greenwood Credit Union
2669 Post Road
Warwick, RI  02886

Phone: 401-562-2743
Fax: 401-739-5596
Email: [email protected]

WealthAdvisors_FIXED

Business Planning

  • Starting or Buying a Business
  • Choosing a Business Entity
  • Business Insurance
  • Business Tax Planning
  • Retirement Plan Options
  • Business Succession
  • Business Group Health Plans
  • Business Group Medicare Plans

Insurance Planning

  • Protecting Your Loved One with Life Insurance
  • Estimating your Life Insurance Needs
  • What Type of Life Insurance are Best for You?
  • Creating and Estate Plan with Life Insurance
  • Long-Term Care Options
  • Financial Impact of Disability
  • Disability Income Insurance
  • Individual and Group Health Insurance
  • Individual and Group Medicare Health Insurance
  • Annuities

Education Planning

  • Saving for College
  • 529 Plans
  • Financial Aid
  • Student Loans
  • Repaying Student Loans
  • Education Tax Credits and Deductions
  • Annuities

Social Security and Medicare

  • Understanding Social Security
  • Social Security Retirement Benefits
  • Social Security Disability Benefits
  • Understanding Medicare Parts A, B, C & D
  • Enrollment in Medicare Health Plans
  • Medicare Prescription Drug Coverage
  • Choosing the Best Medicare Plan For You
  • Dual Eligible Medicare/Medicaid Plans
  • Individual and Group Health Insurance
  • Individual and Group Medicare Health Insurance
  • Dental Plans

Tax Planning

  • Bookkeeping Services
  • Income Tax Planning
  • Year-End Tax Planning
  • Investment Tax Planning
  • Alternative Minimum Tax (AMT)
  • Gift and Estate Taxes

Personal Finance

  • Budgeting and Cash Reserves
  • Establishing and Maintaining Credit
  • Credit Cards
  • Homeownership
  • Buying or Leasing a Car
  • Identity Theft

Estate and Generational Planning

  • Wills and Trusts
  • Planning for Incapacity
  • Creating and Preserving a Family Legacy
  • Using Life Insurance in Estate Planning
  • Strategies to Minimize Estate Taxes
  • Charitable Gifting Strategies
  • Annuities

Life Events: Expected and Unexpected

  • Buying a Home
  • Getting Married
  • Raising a Family
  • Child with Special Needs
  • Changing Jobs
  • Starting a Business
  • Caring for an Aging Parent
  • Getting Divorced
  • Death of a Family Member
  • Veterans Benefits

Striving to deliver an unprecedented level of personalized service and expertise.

Today, financial portfolios and non-liquid assets, while obviously important, are only one of the critical elements that make up and affect the cash flow that you will absolutely need for your retirement income – cash flow that help you to not outlive your money.

WealthAdvisors_FIXED

Located at: Greenwood Credit Union
2669 Post Road, Warwick, RI 02886
Phone: 401-562-2743   
Email: [email protected]

Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Universal Wealth Management and FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities and Investment Advisory Services offered through Royal Alliance Associates Inc. (RAA), Member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. *(Additional insurance services Universal Wealth Management, LLC. and GCU Wealth Advisors)* at your option. Securities products are: Not NCUA Insured, No Credit Union Guarantee, May Lose Value. Neither Royal Alliance Associates, Inc., nor its representatives or employees provide legal, tax or accounting services.  This communication is strictly intended for individuals residing in the states of CT, FL, MA, RI.  No offers may be made or accepted for any resident outside the specific state(s) referenced.