News from Corner Office Financial 7/16/13 12:34 PM

Issue #4, Summer A Quarterly Newsletter 2013

The Corner Office Team

Corner Office Financial, LLC offers the combined talent, knowledge and experience of the following professionals:

Michael Raspallo, CLU, ChFC, AIF®, President of Corner Office Financial, LLC

Emilio "Mel" Senesi, Jr., CLU, ChFC, CFP, President of New Corner Office Financial Expands to Warwick England Retirement New team of LPL financial advisors formed to Solutions® LLC serve clients throughout New England David P. Loftus, Corner Office Financial, LLC, a risk management, investment Financial Advisor services and business consulting firm formerly of Smithfield, RI, announces it has assembled a new team of independent advisors to Bonnie L. McHenry, guide the financial health of individuals, families and businesses Long-Term Care throughout New England. Specialist

An Open House event was held on May 7, 2013 at Corner Office Jeremy P. Doran, Financial's new location at 931 Jefferson Boulevard, Suite 2008 in Financial Advisor Warwick, RI. Warwick Mayor Scott Avedisian presided over a ribbon cutting ceremony to officially welcome the growing firm to the city. Sean M. Marchetti, He also recognized Corner Office Financial for the many positive Financial Advisor services the company's innovative collaboration brings to its clients. William R. Sylvia, "What we've created is a 'financial ecosystem' that ensures that all Jr., Financial Advisor aspects of a client's financial plan are aimed at working toward financial independence. With our team of specialists now in place, we are truly a one-stop, independent resource in helping to pursue Consult us for that goal," states Corner Office Financial President Michael Raspallo, comprehensive services

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who founded the firm in 2006 and has over 30 years of experience as to help build and a trusted advisor in the retirement, risk management, insurance and preserve your personal financial industry. and business assets including:

Wealth Management Retirement Planning Insurance Planning Estate and Financial Planning Baseball-Themed Open House Draws Fans Long-Term Care Over 150 clients, friends and family members attended Corner Office Planning Financial's Open House event in May. Among the highlights was an Business official ribbon cutting with Warwick Mayor Scott Avedisian and Succession members of the Central RI Chamber Board of Directors, a caricature Planning artist, and a visit from 'Paws' the Pawtucket Red Sox baseball mascot. Employee Special thanks to Fireworks Catering for the delicious baseball- Benefits themed food, and Sandra King Photography for capturing the special memories of the evening. See below for some pictures from the event.

"Financial security is important in any economy and particularly for the many Baby Boomers who are looking to retire in the years ahead, or to leave a legacy for their family and business."

- Corner Office Financial, LLC President Michael Raspallo, CLU, ChFC, AIF®

The Corner Office Financial Team stands ready to hit one out of the park.

About LPL Financial

Corner Office Financial has completed the switch to its new https://ui.constantcontact.com/visualeditor/visual_editor_preview.jsp?agent.uid=1114162780463&format=html&printFrame=true Page 2 of 5 News from Corner Office Financial 7/16/13 12:34 PM

securities and investment advisor company, LPL Financial, which is the nation's largest registered investment advisor and independent broker/dealer.*

Based in San Diego, CA, LPL Financial is an enabling partner to more than 13,300 financial advisors and approximately 700 financial institutions across the United Corner Office Financial Advisors, from left: Michael Raspallo, States. The company Jeremy Doran, Mel Senesi, William Sylvia, Bonnie McHenry, Sean believes that objective Marchetti, and David Loftus. financial guidance is a fundamental need for everyone. Using its proprietary technology and a suite of customized services, it enables Corner Office to focus on creating the personal, long-term client relationships that are the foundation for turning life's aspirations into financial realities.

Through its relationship with LPL Financial, the Corner Office Financial advisor team has access to 30 other Our smallest guest was Paws' favorite fan. advisors located in five offices throughout New England, who can be called upon for their field of experience.

* As reported by Financial Planning magazine, June 1996- 2013, based on total Guests were good sports. revenue.

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Reminder:

Friends and staff alike found We look forward to themselves in the frame. serving you from our new office.

931 Jefferson Blvd., Suite 2008, Warwick, RI 02886

Phone: (401) 949-0222

Fax: (401) 921-4129 (Please note our fax number has changed.)

Warwick Mayor Scott Avedisian had the honor of cutting the ribbon.

We presented the Mayor with his own personalized Corner Office Financial baseball jersey.

Mike Raspallo and Mel Senesi displayed their alter egos.

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About Corner Office Financial Corner Office Financial, LLC is a risk management and business consulting firm based in Warwick, Rhode Island providing services throughout New England. The professionals at Corner Office Financial serve as their clients' advisor team guiding them through risk management, insurance, exit planning, estate planning and retirement decisions.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.

The Financial Advisors are with Securities and Financial Planning offered through LPL Financial, a Registered lnvestment Advisor. Member FINRA/SIPC.

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Corner Office Financial | 931 Jefferson Blvd., Suite 2008 | Warwick | RI | 02886

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