Stuart H. Armstrong II, CFP®
Charting Your Course to Financial Independence


 

 

Stuart Armstrong II
CFP®, CLU®, CLTC, ADPA, AIF®
Financial Planner

 Erica Mellone
CFP®, CLTC
Financial Planner

Ragnhild Berghall 
Operations Assistant

Welcome to Centinel Financial Group, LLC, the office of Stuart Armstrong. Since 1986, clients have selected Stuart as their lead advisor because he is able to help them chart their course to financial independence with patience, integrity and wisdom. What this means to you is that Stuart will invest the time to understand your unique circumstances and then develop personalized strategies that will help you maximize opportunities under any market conditions. The ultimate benefit to you is a life lived with greater security, peace of mind, and passion for the things that matter most. 

 






Stuart H. Armstrong II, CFP®
Named 2019 
Five Star Wealth ManagerSM 



 


 


Professional Designations:

  • Certified Financial Planner (CFP®)
  • Certified in Long-Term Care (CLTC)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Accredited Domestic Partnership Advisor (ADPASM)
  • Accredited Investment Fiduciary (AIF®)

 

The Five Star Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Boston magazine. For more information about the Five Star award, click here.

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

An Affordable Insurance Solution

A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.

Family Limited Partnerships for Estate Planning Purposes

A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.

Community Property Laws: Yours, Mine, and Ours

Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.

Trusts Offer More Than Estate Tax Protection

Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.

More Newsletters →

April 22, 2019 @ 01:34 PM

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