Fee-Only Financial Advisor Serving Rhode Island

Retirement Is
12 Months Away.
Let’s Get It Right.

AS SEEN IN

You've Saved for Decades...

Now Comes the Hard Part.

The 12-month window before retirement is when your biggest financial decisions get made — and each one affects the others.

We call it your

Leap Year™

Years Prior

~30 years

Accumulation Phase

Saving, growing, building toward retirement.

You Are Here!

12 months

Your Leap Year

The 12-month window when planning turns into action. The decisions made now define everything that follows.

Next Up

~30 years

Retirement

Sustainable income, confidence, and peace of mind.

The decisions ahead:

1. Going from Saving to Spending

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After decades of saving, spending feels scary. We help you make the shift with a tax-smart withdrawal strategy and the confidence to actually follow it.

2. Medicare Enrollment and Coverage

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Medicare comes with dozens of plan options, confusing deadlines, and penalties that never go away. We cut through the noise so you enroll on time and in the right plan for your situation.

3. How and When to Claim Social Security

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One of the most consequential — and irreversible — decisions you'll make. Timing matters more than most people realize.

4. Your Estate Plan

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Beneficiary designations, essential documents, and wishes — revisited to reflect this new phase of life.

Because this year doesn't come twice.

We sequence these decisions deliberately — so each one sets up the next.

"Are we going to be okay?"

It's the question we hear from almost every new client. And in our experience, the answer is almost always yes — with the right plan, made at the right time.

Retirement Planning, Done Right

Years Serving Clients

0 +

Assets Under Management

$ 0 M +

The Eliot Rose Team

Transitioning into retirement is stressful. Our team makes it easier. You’ll move into retirement with confidence and real peace of mind.

Proud Member of:

Google Reviews

      EXCELLENT  
   Based on 41 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   John B 
 
 
 
  We’ve been working with Jason, Paul and Kris at Eliot Rose for just under a year, and the experience has been overwhelmingly positive. From the beginning, they took the time to really understand our goals, concerns, and long-term priorities. Our quarterly review meetings keep us updated and we consistently feel supported and well-informed. Their advice is clear, thoughtful, and practical, and we appreciate how responsive and approachable they are whenever questions come up. We can’t say enough about this great team!
  
 
      Posted on Google  
   
   Roland Bourassa 
 
 
 
  My wife and I became clients of the Eliot Rose team about a year ago and they have been guiding us with sound, pragmatic advice ever since. They have helped us develop a plan for retirement, as well as guiding us through estate and tax planning. I have found them to be knowledgeable, professional, and responsive to any questions or concerns we have had along the way. Jason, Paul, and Kris are easy to talk to, take the time to explain their thoughts in a clear, straightforward manner, and more importantly listen to ours. It has been a pleasure working with them and has been one of the best decisions we have made regarding retirement. I highly recommend Eliot Rose to anyone looking to develop a sound strategy and the team to get them there.
  
 
      Posted on Google  
   
   June House 
 
 
 
  We are so very thankful to have found Eliot Rose!   Since putting our money in their hands, we have enjoyed watching our net worth continue to grow in our retirement.  We know that, even when times are tough and the economy in turmoil (as it is rignt now), we will be safe and our assets protected.   It has been a great experience working with Jason and Paul to put together our financial plan, and to tweak that plan as needed as conditions change in our lives.   They are personable and patient in explaining options and recommendations to achieve our financial goals.  I can't recommen them enough!
  
 
      Posted on Google  
   
   Pamela Blanco 
 
 
 
  We find the service at Eliot Rose Wealth Management, LLC to be exemplary.  They're unique within the retirement planning space because they are always managing our plan based on our ongoing needs and desires.  We appreciate the time dedicated to personalized meetings with Jason, Paul, and Kris.  In addition to their comprehensive planning strategies, the team at Eliot Rose is very pleasant during every interaction that we've experienced.  We appreciate their attention to detail, which ultimately reduces our anxieties regarding nuances and changes in existing planning strategies.
  
 
      Posted on Google  
   
   Rachel Cahill 
 
 
 
  Written on behalf of Harvey S. Jason has been managing my accounts for over five years and I have nothing but the best accolades for him. He has played an integral role in helping me plan my financial future. Jason has ensured that I continue to have the quality of life I am accustom to while indulging in my love of travel. He easy to communicate with and understands my needs and can adjust our plans accordingly. I would not hesitate to refer him to my friends and family. Jason has my highest recommendation.
  
 
      Posted on Google  
   
   Dan Clement 
 
 
 
  They have been on top of things since I started using them.  They get back to me very quickly and provide advice not only on the portfolio they manage but other aspects of retirement planning.
  
 
      Posted on Google  
   
   Janet Cardente 
 
 
 
  Excellent service.  I am very happy I switched from my previous investors to Elliot Rose.
  
 
      Posted on Google  
   
   Anita D 
 
 
 
  We couldn’t be more pleased with our experience with the Eliot Rose team. We have been working with Jason, Paul, and Kris for a year and a half. Their service is comprehensive, detail oriented, and personal. They are excellent listeners, and they provide sound advice. They helped us get organized in preparation for my partner’s retirement last year and we now feel confident making informed decisions looking ahead toward my retirement. Seeking advice from Eliot Rose was an excellent investment in our future. We look forward to working with them for years to come. They are professional, organized, efficient, and a pleasure to work with!

*Google reviews are from current & past clients. No one was compensated for their review.

FAQs

Are you a fiduciary?

I'm not in Rhode Island, can I still work with you?

How do you charge?

What can I expect in the initial Meet & Greet?

What does the process look like once I am a client?

Where do you hold my investments?

Have more Questions?

Let’s schedule a meet and greet and get you on the path to retire confidently.

Call us right now!