Retirement Planning


Planning for Retirement

BankNewport has expanded our access to investment product offerings through our partnership with LPL Financial under the name of OceanPoint Investment Solutions. With the need for retirement planning so great, it is fortunate there are so many diverse ways to save for the future. Even so, selecting the proper retirement savings vehicles requires the skilled guidance of a financial advisor who can identify and explain a variety of retirement planning strategies and help you choose the ones that are best for you.

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Retirement planning raises many questions:

  • How would you like to live in retirement?
  • How much do you need to save to retire?
  • When do you hope to retire?
  • What investments are right to help you work toward reaching or pursuing your goals?
  • How much should you save to work toward meeting or pursuing your retirement goals?

Reaching your retirement goals will require preparation and commitment. For over a century, life expectancy in the United States has been steadily increasing. This good news carries with it the burden of accumulating assets sufficient for an extended retirement. Of equal importance is the need to allocate assets and structure distributions to ensure they last as long as they are needed.


To start your conversation about Retirement Planning or to learn more about these and other investment options contact one of our financial advisors.

Donald M. Hartley
Donald M. Hartley

LPL Financial Advisor

Brad Corbett
Brad Corbett

LPL Financial Advisor

John W. Farmer, CFP®, MBA
John W. Farmer, CFP®, MBA

LPL Financial Advisor

Jamestown, Middletown, Newport Portsmouth
2628 East Main Road, Portsmouth, RI 02871
Barrington, Bristol, Dorrance, South Angell, Stone Bridge, Tiverton, Warren
6 Gooding Avenue, Bristol, RI 02809
Chapel View, Coventry, East Greenwich, Johnston, Lincoln, Narragansett, North Kingstown, Warwick
27 Strawberry Field Road, Warwick, RI 02886

To learn more about the entire ruling, or to checkout the background of investment professionals associated with the site on FINRA’s BrokerCheck: