Charles Beynon
charles.m.beynon@ampf.com
Already a client?
My Philosophy
I possess the experience and qualifications to help you reach your financial goals.
We take a holistic approach to our financial planning process to help our 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 income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.
Qualifications
- CERTIFIED FINANCIAL PLANNER practitioner (CFP®)
- Master of 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
- Series 7 License
- Series 66 License
- Life, Accident & Health Insurance License
Professional Associations
- The College for Financial Planning
- The American College
- The Financial Planning Association (FPA®)
- Member of Chartered Financial Analyst® (CFA®) Institute
Areas of Focus
- Asset Allocation
- Employee Stock Options
- General Financial Planning
- Income Tax Planning Strategies
- Domestic Partner Planning
- Women's Financial Strategies
- Investment Advice
- Family Planning/Family Changes
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Saving for Education
- Small Business
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