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Christopher A. Beaulieu, ChFC Senior Financial Adviser
935 Jefferson Blvd.
Warwick,
RI 02886
Phone: 401.691.4128 (or) 866.691.4128
FAX: 401.739.9129 (or) 866.235.7775
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My name
is Christopher Beaulieu. Welcome to my Web site.
As a Senior
Financial Adviser of Beaulieu Financial Group, a member
of the John Hancock Financial Network and active
member of my community, I am dedicated to helping individuals
and businesses build their financial futures.
To stay on
top of my field and develop my professional skills, I’ve regularly
attended industry training and certification programs.
My academic
achievements include:
The
University
of Rhode
Island
Bachelor of Science
Double
Major: Finance
& Insurance
The
AmericanCollege
ChFC®
Designation
Chartered
Financial Consultant ®
My
education, experience and professional affiliations have fostered
my practical approach to offering financial services and advice
to my clients. Rather than just recommending a hodgepodge
of unrelated products, first I’ll consider your specific financial
goals and investment objectives. Working together, we’ll formulate
a strategy to help you achieve your goals. Then I’ll recommend
the appropriate products and services to help you execute
your strategy.
Maintaining
a strong sense of community and a solid professional foundation
are very important to me.
My wife Julie and I have three children, Alexa,
Jacob & Katerina, and we currently live in
Warwick, RI.
Thank you for
visiting my website.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.
Retirement Plans for Small Businesses
With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.
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February 09, 2012 @ 07:51 PM
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935 JEFFERSON BLVD.
- WARWICK, RI 02886
- 401-732-4800
We are licensed to sell Insurance Products in the following states: Arizona, Connecticut, Florida, Massachusetts, Maine, New Jersey, Pennsylvania, Rhode Island.
We are registered to sell Securities in the following states: Arizona, Connecticut, Florida, Massachusetts, Maine, New Jersey, Pennsylvania, Rhode Island.
Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.
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