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200 Crossings Boulevard, Suite 200, Warwick, RI 02886

(203) 689-9037
darobinson@barnumfg.com
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For Southcoast Health Employees

Your <strong>Financial Wellness</strong> Matters

Your Financial Wellness Matters

If you’re a Southcoast Health employee (or a spouse/significant other or child of an employee), you have access to a complimentary Financial Check-Up with me as a preferred financial provider.

This is a no-obligation conversation designed to provide you with clarity, practical next steps, and a better understanding of where you stand today, so you can make confident decisions moving forward.

What This Complimentary
Check-Up Includes:

A focused conversation designed to provide you with clarity and practical next steps.

✓
A clear picture of your current financial health
✓
Insights on retirement and investment strategies
✓
Guidance on benefits, protection, and insurance options
✓
Practical next steps tailored to your goals

This check-up is educational and collaborative. There’s no obligation, just an opportunity to gain clarity and understand your options.

Who This Offer Is For

This complimentary Financial Check-Up is available to:

  • All Southcoast Health employees
  • Spouses or significant others
  • Children of employees 

Offer valid through December 26, 2026.

What We Can Talk About

People come to this conversation with all kinds of questions. Some are preparing for retirement. Others are balancing household goals, managing benefits, or trying to make smart decisions about investments and protection planning.

 

You don’t need to know exactly where you fit or what to ask. I’ll help you organize what matters most, review the information you have, and explore your options with clarity.

My Approach

I believe financial planning should feel educational and collaborative. I won’t tell you what you should or shouldn’t do. Instead, I’ll help you understand your options, talk through trade-offs, and use evidence and math to bring clarity to your decisions.

 

My goal is simple: you should leave our conversation feeling more confident and informed.

Start Here

If you’d like to take advantage of this complimentary benefit through Southcoast Health, I invite you to schedule your Financial Check-Up using the online scheduling link below or reach out to me directly at (203) 689-9037.

Schedule a Financial Check-Up