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
- 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.
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:
Licenses, Certifications & Affiliations:
Financial Planning Association (FPA)
National Association of Personal Financial Advisors (NAPFA), Registered member. Social Investment Forum, Member (Investment professionals in Socially Responsible Investing)
Registered Investment Advisor Representative, Massachusetts and New Hampshire.
* 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?
Further information about 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
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Address for Charles M. Johnson:
50 Water St
The Tannery Mill #1
Newburyport, MA, 01950
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