Business Description

I deliver financial solutions through a tailored approach and a genuine interest in clients' evolving needs.

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 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 plan for 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, I work with clients to help them determine the best ways to take action. Together, we review progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. I'll create financial strategies and ongoing service that help you adapt to changing needs and goals over time.

Whether you're looking for retirement planning or income, investment strategies, tax planning strategies, estate 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.

I possess the experience and qualifications to help you plan for your financial goals.

General Information

Gender:

Male

CRD#:

4556429

Name of Broker/Dealer:

Ameriprise Financial Services, Inc.

States Licensed in:

AZ, CA, CO, CT, FL, GA, KS, KY, MA, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Investment Clubs, Self-Employed Individuals, Individual Investors, Non-Profit Organizations

Services

Investment Types:

Options & Futures, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Bonds, FOREX & Currency, Mutual Funds, Commodities, Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU®), Master of Science - Financial Planning (MSFP), Chartered Retirement Planning Counselor (CRPC®), Chartered Financial Consultant (ChFC®), Chartered Mutual Fund Counselor (CMFC®)

Securities Licenses:

Series 66, Series 7

Insurance and Annuity Licenses:

Health, Variable Annuity, Long Term Care, Variable Life, Annuity, HMO, Life, Accident, Disability

Financial Organization Memberships:

Financial Planning Association (FPA), Paladin Registry, CFA® Institute

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

Not Applicable

Compensation Methods:

Flat Fee, Based on Assets

Additional Details on Charges:

Financial planning based on complexity & practice fee schedule.

Prepared By:

Charles M. Beynon, CFP®, MSPF, ChFC®, CLU®, CRPC®, CMFC®