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Stuart H. Armstrong II, CFP®
Charting Your Course to Financial Independence
Welcome to Centinel Financial Group, LLC, the office of Stuart Armstrong. Since 1986, people have selected me as their lead advisor because I am able to help them chart their course to financial independence with patience, integrity and wisdom. What this means to you is that I 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 FIVE STAR Wealth ManagerSM for 2012
Centinel Financial Group, LLC is pleased to announce that Stuart H. Armstrong II, CFP®, CLU®, ChFC® , CLTC, ADPA has been selected as a FIVE STAR Wealth Manager for 2012. His selection was featured in the February 2012 issue of Boston magazine. This is Stuart's third time qualifying in the three years the award has been in-force in the Boston area. An independent firm surveyed by mail and phone more than 100,000 high-net-worth consumers in the Boston area and subscribers of Boston magazine. Wealth managers were evaluated on ten criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. Finally wealth managers were reviewed by a blue-ribbon panel comprised of individuals within the financial services industry. The resulting list of 2012 FIVE STAR Wealth Managers represents less then 2 percent of wealth managers in the Boston area.
The FIVE STAR Award is a client services award issued by Crescendo Business Services, 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 Crescendo Business Services or magazine.
Professional Designations:
Featured Press & Professional Credits:
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- Author, "When You Need to Re-Sell LTCI Insurance to Your Clients", Agent's Sales Journal, January 2011
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- Author, "Financial Planning for Boomers", Advisor Today, October 2010
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- Featured speaker, Financial Planning Association Annual Conference, Denver, Colorado, "Insurance Strategies for GLBT, Non-Traditional and Unmarried Couples", October 2010
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- Author of three-part article series, "How to Get Your Long-Term Care Insurance Client Approved", Agent Sales Journal, April 2010, June 2010, August 2010
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- Interviewed and quoted in Employee Benefits News article, "Cheapest LTC Seen as Not Worth the Price", by Editorial Staff, August 2010
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- Interviewed and quoted in Senior Market Advisor, "Finding the Funds for LTCI", by Ed McCarthy, August 2010
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- Interviewed and quoted in InvestmentNews article, "The Knock on Group LTC Plans", by Darla Mercado, June 2010
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- Author, "How Paid Long-Term Care Insurance Plans Can Help Small Business Owners Attract and Retain Key Employees", Agent's Sales Journal, February 2010
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- Guest panelist on Long-Term Care Planning at Seashore Point, Provincetown, MA, September & October 2009
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- Guest speaker, Money Matters Radio: Afternoon Edition with Scottie McCall on Long Term Care Plannng, August 2009
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- Author, "Long Term Care Insurance in the Gay and Lesbian Community", Agent's Sales Journal, June 2009
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- Interviewed and quoted in Best's Review on Financial Planning and Long Term Care Insurance for the GLBT community, May 2009
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- Interviewed and quoted in InvestmentNews on Long Term Care Insurance and Women, February 2009
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- Panelist, Financial and Economic Markets meltdown discussion, sponsored by Stonewall Communities of Boston, December 2008
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- Interviewed and quoted in InvestmentNews on Long Term Care Insurance for Forty-Somethings, August 2008
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- Contact representative for the Massachusetts Lesbian and Gay Bar Association (MLGBA), Sponsored Group Long Term Care Insurance and Disability Income Insurance, since April 2008
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- Panelist at Long Term Care Planning Meeting sponsored by Stonewall Communities of Boston, March 2008
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- Board Member of PridePlanners since 2004. Arranged for the Keynote appearance at PridePlanners September 2007 conference of Congressman and House Financial Services Chairman, Barney Frank
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- Contact representative for the Greater Boston Business Council (GBBC), Sponsored Group Long Term Care Insurance since 2006
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- Interviewed and quoted in Senior Market Advisor on Long Term Care Insurance, 2005
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- Pride Planners Conference, platform speaker on Long Term Care and Disability Income Insurance, June 2003
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- National Association of Personal Financial Advisors, guest speaker and panelist on Disability Income Insurance, September 2000
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iMoney
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Glossary
Financial terms from A to Z.
What Do Price/Earnings Ratios Really Have to Offer?
It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.
Keeping Pace with Social Security
In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.
Insurance for Two Could Benefit Your Heirs
Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.
Designating Retirement Plan Beneficiaries
IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.
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May 27, 2012 @ 05:11 AM
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