Christopher A. Beaulieu, ChFC 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
Email:   cbeaulieu@jhnetwork.com

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.


CalculatorsNewsletters
 

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?

More Calculators>>>

 

HOT TOPIC: Why Watch the Employment Situation
Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay
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.

The Financial State of the States
Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

More Newsletters>>>

Market Watch
  February 09, 2012 @ 07:51 PM

Dow Jones Industrials 12,890.46 + 6.51
Nasdaq Composite 2,927.23 + 11.37
S&P 500 1,351.95 + 1.99
S&P Mid-Cap 400 975.21 + 2.00
10 Year Treasury Note 2.05 + 0.07


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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.

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