Charles Beynon, CFP®, ChFC®, MSFP
Boston, Massachusetts, 02129
Member Since 2007
As a financial advisor and CERTIFIED FINANCIAL PLANNER™ practitioner, I believe success should be measured not just by your present financial well-being, but by how confident you feel about your future. My mission is to help you plan for your financial goals by maintaining your financial focus, through a personal relationship based on knowledgeable advice, high level service and advanced financial planning.
Whether you\'re looking for retirement planning or income, investment strategies, estate planning strategies, tax planning strategies, funding your child\'s education, 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.
My Location
Background Information
Years of Financial Experience
- 10
Education
- BS - Bachelor of Science (Business Administration, Finance, & Economics)
- MSFP - Master of Science (Financial Planning)
Certifications and Designations
- CFP®
- ChFC®
- CRPC®
- CLU®
- MSFP®
- CMFC®
- MSFP
Association Memberships
- An Ameriprise Platinum Financial® Services practice
- CFA® Institute
- Financial Planning Association - FPA®
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Ameriprise Financial Services, Inc.
Types of Financial Reports
- Performance Report (Monthly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them semi-annually, annually and upon request
- I review my clients' investment portfolios with them semi-annually, annually and upon request
Registration & Licensing
- CRD/IARD Number: 4556429
- Securities Registrations: Series 66, Series 7
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Broker/Dealer: Ameriprise Financial Services, Inc.
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Firm Disclosures
- Based on licenses and registrations I hold, I may conduct business in AZ, CA, CO, CT, FL, GA, KS, KY, MA, ME, MD, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA.
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review, Wealth Preservation & Investment Planning, Savings Strategies, Consolidation of Investments, Protection and Family Security, Benefits & Family Changes, Goal Tracking, etc..
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, 401(k)/403(b) Investment Strategies, Employer Retirement Plan Assistance, Reoptimization & Rebalancing Investment Portfolio, Stock Option Planning, Written Investment Plans, etc...
Visit Website - http://www.ameripriseadvisors.com/charles.m.beynon
