Qualifications

Stuart H. Armstrong II, CFP®, CLU®, ChFC®, CLTC Financial Planner In practice since 1986

Stuart Armstrong has been in the financial services industry since 1986. He provides comprehensive financial planning for individuals, families, and business owners. Plans are designed to integrate the client's goals with the objective of providing solutions in the areas of wealth accumulation, asset protection and retirement income. Stuart graduated from Allegheny College with a B.S. in Biology. He completed his eduation in the industry by becoming a CERTIFIED FINANCIAL PLANNER^TM professional and has also obtained the ChFC^® and CLU designations through the American College, Bryn Mawr, Pennsylvania.  Finally, Stuart obtained his CLTC designation from the CLTC Board of Standards. Stuart specializes in asset protection and wealth accumulation and conservation strategies. In his spare time, Stuart is active in volunteering for various Boston area non-profit groups. Stuart can often be seen skiing, off to the movies and plays or out in his growing garden. Stuart has lived in the Boston area since 1981 and currently resides in Milton with his partner Mike, and cats, Tom and Geo.

Areas of Specialty

• Fee Based Financial Planning
    - Financial Planning
    - Estate Planning
• Fee Based Investment Planning
    - Managed Account Programs
    - Fee Based Accounts
• Life Insurance
• Disabilty Income Insurance
• Long Term Care Insurance
• Estate Conservation Products
• Retirement Planning Products
• Investments
• Mutual Funds
• Variable Annuities
• Brokerage Services
• Mutual Fund Asset Allocation Programs