Charles M. Johnson

Charles M. Johnson

Resolute Financial, LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $250,000

Minimum client income required: No minimum required

Title: Managing Partner

Offering advice since: 2005

Areas of focus:

  • Elder Issues (long-term care, pre-mortem planning)
  • Portfolio Management
  • Real Estate
  • Retirement Planning
  • Securities
  • Tax Planning

Further information about Charles M. Johnson:

Chuck is a Certified Financial Planner (TM) practitioner, with extensive experience in Retirement Planning. He has expertise in small business retirement plans such as 401k and SEP and SIMPLE IRAs.
Chuck works in both the Wakefield and the Newburyport offices of Resolute Financial.

Chuck applies his skills to the needs of small business owners, independent contractors, and those in high tech and health care services. His background experience includes implementing financing and succession strategies, and 20 years as CFO of a family business. As CFO, his experiences included divestitures, acquisitions, lease financing, employee benefits, 401k plan investments, and commercial real estate management.

He has written about various financial planning topics for newspapers and magazines, and has been quoted recently in USA TODAY, Investment Advisor Magazine, NAPFA Advisor, Investment News, and with Kiplinger Magazine's Retirement Hot-line. Within the community, he is active in Newburyport public education and environmental awareness.

COMMUNITY SERVICE:
Board of Directors, NEBC (Newburyport Education-Business Coalition)

Greater Newburyport Chamber of Commerce - fee-only financial planning resource serving the Massachusetts towns of Newburyport, Amesbury, Salisbury, West Newbury, Merrimac, Groveland, Georgetown, Rowley, Ipswich, Topsfield, Boxford, Middleton, Danvers, Lynnfield, Andover, North Andover, and Haverhill, MA. In New Hampshire, the towns of Seabrook, Hampton, and Kingston, NH.

Compensation and Fee Structures:

Fee Only

Licenses, Certifications & Affiliations:

INDUSTRY DESIGNATIONS:
CFP(R) professional

MEMBERSHIPS/AFFILIATIONS:
Financial Planning Association (FPA)
National Association of Personal Financial Advisors (NAPFA), Registered member. Social Investment Forum, Member (Investment professionals in Socially Responsible Investing)

LICENSES/REGISTRATIONS:
Registered Investment Advisor Representative, Massachusetts and New Hampshire.

Education:

* WPI (BS M.E.)
* Cornell University (MBA)
* Boston University, Certificate in Financial Planning
* Foundation for Fiduciary Studies, Pittsburgh, PA. Certification as an Accredited Investment Fiduciary (AIF(R)) for ERISA pension plans.

Will provide references upon request?

Yes


Further information about Resolute Financial, LLC:

Resolute Financial, LLC

(Size of firm: 0-9 advisors)

Resolute Financial is an independent, FEE-ONLY financial planning and investment management firm. We are fee only at all times and do not sell financial products, nor do we receive referral fees, thereby we can offer our clients our objective advice.

We trademarked the phrase "We put your interests first" and we have fiduciary relationships with clients.


Contact Information for Charles M. Johnson

Phone: 978-463-8771
Please support us by letting this adviser know you found them through Boomerater

Address for Charles M. Johnson:
50 Water St
The Tannery Mill #1
Newburyport, MA, 01950

Request a COMPLIMENTARY consultation from this adviser!
Fill out the form at the top of the page


This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.

Have Charles M. Johnson contact you

Fill out the form below and this advisor will contact you directly

Do not submit account or other confidential information via this form.

Font Size: increase font size decrease font size