Thomas B. Childs,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas B. Childs, CFP®

Financial Advisor

Childs Financial Services

PO Box 290026
Charlestown, MA 02129
FINANCIAL ADVISOR'S WEBSITE
(617) 580-0580

General

Thomas Childs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Childs Financial Services in Charlestown, MA and the surrounding communities.

Financial Advisor Overview

I am a comprehensive financial planner and feel the most important aspect of my client relationships is understanding their goals, and feelings towards money.  I specialize in retirement planning and college planning with the ultimate goal of meeting my clients needs.

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Financial Advisor Experience

Prior to starting my own firm in 2013 I worked for Crosby Company of New Hampshire which was the Family Office for the Johnson family, owners of Fidelity.  We managed the family wealth and took care of all their financial needs.  Since becoming an independent Financial Advisor I have made it my goal to give my clients the same service level the Johnson Family received.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer

Securities offered through Securities America, Inc., Member FINRA/SIPC and Advisory Services through Securities America Advisors, Inc., Thomas Childs Representative.  Childs Financial Services and Securities America are separate entities.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Corporate Finance, Investment Management, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources