Mark A. Lavallee, CFP^®

Vice President

Financial Independence

931 Jefferson Blvd, Ste 2005
Warwick, RI 02886

FINANCIAL ADVISOR'S WEBSITE

www.fi-ri.com

(401) 681-4825

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We do not accept any commissions on any investment product and all our performance reports are net of all fees and expenses.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$100,000

General

Mark Lavallee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Independence in Warwick, RI and the surrounding communities.

Financial Advisor Overview

Financial Independence, LLC is an independent, fee-based financial company offering comprehensive financial planning, integrated wealth management and investment advice to affluent individuals and their families. As a team of four professionals who are driven by a passion for excellence and a genuine concern for people, we aim to improve the quality of our clients’ lives by listening, understanding and acting to help them attain their financial goals and dreams.

Our mission is to provide clients with the peace of mind and the financial freedom to live comfortably and with the confidence of knowing they will not outlive their assets. We focus primarily on individuals in or near retirement who are serious about making smart decisions with their money and realize financial planning is about quality of life, not about the hot fund of the month.

Our integrated wealth management process ensures client goals remain the centerpiece of our recommendations and strategies. We assess, coordinate and track all aspects of our clients’ financial lives, including retirement planning, asset management, risk management, estate planning, insurance, and college funding. By collaborating with our clients’ key advisors (CPAs, attorneys, insurance agents, etc.), we provide expertise that is broad, deep and well-coordinated. Our approach is designed to help our clients simplify their financial lives and make smarter financial decisions so they can spend more time living life and achieving financial independence. Click here for a short, 2 minute video highlighting our expertise and technology.

Financial Advisor Experience

Mark has over 20 years of financial services and investment experience working with institutions, corporations and individuals. Mark greatly enjoys his role in helping people develop finer lives by solving financial problems and obstacles and getting their financial household in good order.

Prior to joining Financial Independence, Mark was a Vice President with MFS Investment Management, with a focus on institutional investments and relationship management for senior MFS relationships. Mark earned the Certified Financial Planner (CFP®) designation in 2007, studying at the College for Financial Planning. The CFP® certification requires passing five core curriculum tests in Estate Planning, Taxes, Retirement Plans, Investments, Insurance and Planning, as well as an integrated ten hour final exam. In 1993, Mark received his M.B.A with a concentration in finance from Boston College and a B.A. from Clark University in 1985.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: multiple states
Health/disability insurance: multiple states

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Estate Planning, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Long-term Care, Sudden Wealth, Women's Finances