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Mini charles lawson
Heritage Financial Network, Inc
Concord, MA

Charles Lawson

CFP®, FPA
Score:
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Meet Charles

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Introduction - Charles Lawson
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My Approach - Charles Lawson
Video Transcripts

Our Company:
We are a fee-only wealth management registered investment advisory firm serving clients since 1986. We provide comprehensive integrated financial planning and customized investment management to individuals, families, retirement plans and organizations.

Our Philosophy:
We are best equipped to serve individuals and businesses who appreciate the importance of sound financial planning. Most of our clients want to decrease taxes, minimize costs of providing insurance protection, increase spendable income, and…

Our Company:
We are a fee-only wealth management registered investment advisory firm serving clients since 1986. We provide comprehensive integrated financial planning and customized investment management to individuals, families, retirement plans and organizations.

Our Philosophy:
We are best equipped to serve individuals and businesses who appreciate the importance of sound financial planning. Most of our clients want to decrease taxes, minimize costs of providing insurance protection, increase spendable income, and build meaningful assets. The complexity of today’s financial marketplace, coupled with the effects of today’s global economy make these goals increasingly difficult to achieve without professional assistance.

Our Personalized Approach:
We conduct an in-depth review of the overall financial circumstances of our clients including tax, retirement, educational, and estate planning objectives during our initial conference. We understand that no two people are the same, and we spend time getting to know our clients and their life long dreams and goals. This permits the development of a personalized investment strategy which is consistent with both the short-term and long-term objectives of our clients. We understand that our clients’ lives are dynamic and ever-changing. We regularly review such plans and alter our investment management accordingly.

Understanding Diversification:
We are firm believers in diversification, which is the key to successful investing. We all want to remove as much uncertainty from our lives as possible. Diversification helps to create the security we are all looking for in today’s global economy. By diversifying our client’s investments across different groups of stocks, bonds, and/or funds, we are able to obtain lower risk yet increased customer satisfaction. In addition, we explore “extremes” in the world financial markets to take advantage of assets that are both undervalued and overvalued. Through the many market indicators we follow on a daily basis we are able to discern the relative risk of the markets and act accordingly given the asset allocation of our clients.

Our Three-Step Approach:
1.) Setting your objectives and goals-Finding out what works best for you.
2.) Asset Allocation- What combination of assets best suits your needs and desires.
3.) Selection of investments using fundamental research for core equity and core fixed income customized to your asset allocation.

What We Can Offer You
-Professional Management of your investments customized to your specific needs
-Quarterly evaluations and Annual summary of your personalized portfolio
-Financial Planning including Tax, Retirement, Insurance, Estate and College planning
-Tax preparation, including tax-sensitive management of portfolios for capital gain/loss optimization
-Legal Services Network


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management
LGBT Services
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Bachelors
Other post-graduate
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