top of page

James P. Celico, ChFC®, CLU®, CASL®, RHU®, REBC®, RICP®

37 Butternut Drive
North Kingstown, RI 02852

Phone:

401-465-7856

Fax:

401-294-2661

E-mail:

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Committed to Helping You Pursue the Highest Return on Your Investment

Welcome and thank you for visiting my website. In addition to providing you with a profile of our firm and the services I provide, this website has been designed to become a helpful resource tool to you, my valued clients and visitors. My dedication to superior client service has brought me to the Internet as I endeavor to continue to provide the highest quality professional service and guidance.

As you browse through this website, you will see that I have highlighted background information on our firm and the services I provide. I have also included useful resources such as informative articles (in the Newsletters section) and interactive financial calculators (in the Financial Tools section).

Please feel free to contact me with any questions or comments you may have - I would love to hear from you. I pride myself on being proactive and responsive to my clients' inquiries and suggestions.

HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

bottom of page