Randal S. Poirier, ChFC
"If you have built castles in the air, your work need not be lost; that is where they should be. Now, put the foundations under them." - Henry David Thoreau
Randal Poirier, ChFC, of John Hancock Financial Network, is the trusted financial advisor of choice for high net worth individuals and small businesses in the East Bay (Little Compton, Tiverton, Portsmouth, Middletown, Newport, RI). My financial planning services are fee-based and completely objective, with the sole goal of protecting what my clients value most. In designing a written financial plan for your future, your goals are my only goals. Once the plan is completed, clients may choose to continue working with me or implement it on their own. I provide full disclosure of how I am compensated and a complete menu of advisor-client relationship options. Working with the John Hancock Financial Network gives me the advantage of gaining access to a comprehensive range of investment, insurance and annuity products from many of the country’s most well-respected financial services companies, enabling complete one-stop-shopping. I develop personal relationships to understand my clients’ lives, businesses and goals, analyze their financial situation and risk tolerance, and create a detailed financial plan to achieve their goals. I take the time to teach financial concepts so that clients can feel confident about their decisions. Due to my close involvement with so many personal aspects, many long-time clients consider me a personal friend. My financial strategies are field-tested and time-proven, having helped hundreds of clients
achieve financial security and peace of mind, and having qualified for the Million Dollar
Round Table for seven years in a row. I have successfully completed the American College’s Certified Financial Planner certification curriculum and have earned the professional designation of Chartered Financial Consultant (ChFC).
As a sole proprietor and not a big firm, my personal service is my trademark and the
reason clients recommend me to their friends as well as remain clients long-term. Part of what makes my financial planning practice different is that I provide a thorough financial review every six months to help my clients avoid wealth erosion and maintain financial independence so they may live the life they dream of. I also coordinate with your other personal advisors such as your accountant or attorney, to ensure no detail is overlooked.
As a community-minded business owner, I give regularly of my time and resources to several area charities, as well as advise non-profits on how to potentially maximize their Planned Charitable Giving opportunities.
In summary, as your skillful, successful, trusted financial advisor, I am the key to unlocking your dreams for the future.
Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investments Advisor. Insurance products offered through John Hancock Life Insurance Company, Boston, Massachusetts 02117.
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Randal Poirier, ChFC |
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