Charles M. Beynon

Further information about Charles M. Beynon:

As a CERTIFIED FINANCIAL PLANNER practitioner I believe success should be measured not just by your present financial well-being, but by how comfortable you feel about your future. My mission is to help you plan your financial goals by maintaining your financial focus, through a personal relationship based on knowledgeable advice, high level service and advanced financial planning. I take a holistic approach to the financial planning process to help my clients achieve their dreams and goals. It all starts with a strategic plan that covers your needs in the context of your entire financial picture. Once we establish a firm direction, we work with our clients to help them determine the best ways to take action. Together, we review progress toward their goals and adjust the strategy to reflect personal, economic, and tax law changes.

We'll create financial plans and ongoing relationships that help you adapt to changing needs and goals over time.

Whether you're looking for investment strategies, retirement planning or income, funding your child's education, estate planning strategies, tax planning strategies, or just where to start, I will work together with you. I offer a broad range of financial products and services to help meet your needs.

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

Qualifications:
CERTIFIED FINANCIAL PLANNER practitioner
Master in Science in Financial Planning (MSFP®)
Chartered Financial Consultant (ChFC®)
Chartered Retirement Planning Counselor (CRPC®)
Chartered Life Underwriter (CLU®)
Chartered Mutual Fund Counselor (CMFC®)
Bachelor of Science (BS), Business Administration / Finance & Economics

Professional Associations:
The College for Financial Planning
The American College
The Financial Planning Association (FPA)

License Information:
I am licensed and registered to conduct business in MA.

Based on licenses and registrations I hold, I may also conduct certain business in PA, AZ, CA, CT, FL, IL, KY, ME, NC, NH, NJ, NY, RI, TX, VA, WA, CO

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA and SIPC.

Education:

Master in Science in Financial Planning (MSFP)
Bachelor of Science (BS)
Business Administration / Finance & Economics

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Further information about Ameriprise Financial Services, Inc.:

(Size of firm: Over 100 advisors)

Today, we are America's leader in financial planning*.

*Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >® approach is about more than just numbers, it's both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER™ professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc. as of Dec. 31, 2008.