What are the opening hours?

Monday 9am - 6pm Tuesday 9am - 6pm Wednesday 9am - 6pm Thursday 9am - 6pm Friday 9am - 6pm

Bulldog Financial Planning

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United States
Cumberland, RI
Bulldog Financial Planning

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RI and MA State Registered- The company's mission is simple: Provide you with dependable expertise and always act in the best interest of you and your family.

Butch is the name of my bulldog. He is four years old. He loves treats, car rides, going on multiple short hikes, meeting new people, and playing with his basketball.

10/29/2026

Do you find yourself being a do it yourselfer when it comes to your personal finances?

Bulldog Financial Planning LLC offers financial planning to clients who manage their own finances and want to get a second opinion without a requirement for Patrick to take discretion.

Does your advisor show an interest in topics outside of managed account programs, annuities or where you have your assets?

Does your advisor have the time to meet with you?

If you manage money as an advisor, then you may not make it!

Advice when you need it, Investment Management if you want it

Investing Involves the Risk of Loss
Financial Planning Outcomes Are Not Guaranteed

10/23/2026

At Bulldog Financial Planning LLC, our financial planning clients pay us for our time working on their behalf as a fiduciary.

Patrick puts the knowledge and skills he's developed as a CFP® professional to work every day, offering fee-only financial planning and advice without requiring clients to purchase proprietary investment products, enroll in complex investment programs, or have Patrick take discretion over their investment accounts.

Your Goals Come First. You Set the Priorities.

Advice when you need it. Investment Management when you want it.

Investing Involves the Risk of Loss. Financial Planning Outcomes Are Not Guaranteed.

10/14/2026

Hope everyone enjoyed the Columbus Day and Indigenous Peoples’ Day long weekend! Columbus Day holds special meaning here in Rhode Island as a celebration of Italian American heritage and contributions.

Medicare’s annual Open Enrollment period begins tomorrow, October 15th, and runs through December 7, 2026.

Social Security announced today that the annual cost-of-living adjustment (COLA) for 2027 will be 3.6%, with increased Social Security payments beginning in January.

Send a message to learn more

10/08/2026

09/28/2026

09/15/2026

Federal Reserve Meeting Update:

The Federal Reserve meeting began today and concludes tomorrow, when the Fed will announce its latest interest-rate decision.

Although the Fed has not provided direct forward guidance, many economists are expecting a rate increase.

There are many factors that go into the Fed’s decision, so a rate hike is certainly not guaranteed. However, current market expectations suggest the probability of a 25-basis-point increase may be in the 80%–90% range.

We’ll know more tomorrow.

Send a message to learn more

09/11/2026

09/09/2026

🏈 FOOTBALL IS BACK! 🏈

The NFL season kicks off tonight!

Hope you get to grab your favorite game-day food, find a comfortable spot on the couch, and enjoy the start of another NFL season.

🍕🍗🌭 What's your go-to food for watching football?

Enjoy opening night! 🏈

Address

23 A Street
Cumberland, RI
02864

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 6pm

Telephone

+14012273957

Website

http://www.bulldogfinancialplanning.com/

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