Guido M. Sarcione, ChFC®
Financial Planner
Business Philosophy
Using a comprehensive fact-finding and planning process, Guido seeks to understand his clients' personal and financial goals.
In Guido's role as a Financial Life-Coach to his clients, he takes a proactive approach to handling their investments, business planning and other financial needs. From IRAs and comprehensive financial strategies to group insurance and pension plans for your business, Guido can help you create financial strategies tailored to fit your needs.
Services
Through his affiliation with Integrated Financial Partners, Guido can deliver a wealth of resources and solutions, including:
Personal Financial Services
- Investment Strategies and Management
- Insurance Needs Analysis
- Education Funding Strategies
- Retirement Planning Strategies
- Estate & Legacy Planning
Insurance & Annuities
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Fixed & Variable Annuities
Business Retirement Planning Strategies
- Simple IRAs, SEPs, 401(k)
- Profit Sharing Plans
- Solo 401(k)
- Deferred Compensation
- Buy-Sell Agreements
- Business Succession Planning
Employee Benefits
- Customized Employee Pension
- Profit Sharing
- Retirement Plans
- Group Health, Life and Disability Insurance
Education and Affiliations
Guido is an experienced financial planner with over 25 years in the industry. In addition, he uses the skills he acquired during the years spent in the food-service industry both in management and sales to assist his small business owners. He is a member of Ocean State Baptist Church as well as being on the board of the “Make-aDifference Foundation”.
Personal Detail
Born and raised in Providence and Cranston, he now resides in Cranston with his wife Carla. Besides trying not to damage the fairways playing golf, Guido is an avid skier and hiker and spends time in Bethlehem, NH with family and friends. He also is involved in real estate where he owns and manages vacation properties.