Month: November 2015

BEAUPORT FINANCIAL SERVICES, LLC., A WEALTH ADVISORY AND RISK MANAGEMENT FIRM CELEBRATES THEIR 30TH ANNIVERSARY, GUIDED BY THEIR CORE PRINCIPAL “WHERE CARE MEETS CRAFT”

Beauport Financial Services, LLC., an independent, locally owned, client-centered advisory firm based Gloucester, with a proprietary, custom, partnering approach to client services, and an innovative community service program involving their clients,  announces a milestone event, their 30th Anniversary, founded in 1985 by managing partner David McKechnie, CLU®.  

“In celebrating Beauport’s 30th Anniversary, there’s a measure of pride in having a hand in David’s entry in financial services, the firm’s beginning, subsequently watching the practice grow and evolve into a respected, leadership focused, caring and creative entity…emphasizing staff’s continuing education, while recognizing the firm’s responsibility in community service,” explained Richard D. Wilson, mentor, community activist

In achieving this singular benchmark, prudently growing their client base and creating distinctive ways to provide community service, managing partners David McKechnie, CLU® and Derek Reed, CFP®, CLU® and the Beauport team are guided by their core principal, “where care meets craft”.  The “care” component embodies a dual purpose.  New clients are introduced to the Beauport Unique Experience, a client-centered process where the care-component is a true collaborative relationship with each client. Together, through detailed processes, each client’s unique vision is identified, goals are set and custom recommendations are crafted to assist with each client’s aspirations for a secure financial future and with it peace of mind.  To ensure wealth goals and retirement planning take shape as planned, in-person client reviews during the year measure progress further supported by the firm’s extensive network of national and regional specialists, combining to provide a level of quality personal service, expertise and integrity clients have relied on for three decades.

“It is wonderful to see the growth of this firm and perhaps, more importantly, the impact the people in this firm have on their clients, their community, their peers at ValMark and wonderful causes around the world. My best wishes to Dave and Derek on the 30th Anniversary of Beauport Financial Services.“ observed Larry J. Rybka, President & CEO, ValMark Securities.

Active commitments and leadership roles with civic and charitable organizations have long been staples for McKechnie and Reed. In 2006 fueled by the firm’s success and a desire to expand their community support through an originated initiative, the managing partners developed a program to uniquely apply their care principal.  Beginning as “The Uncommon Citizen Award” to recognize North Shore individuals of rare character who provide noteworthy community service while avoiding the spotlight, the program advanced in scale, becoming the “Richard D. Wilson Community Response Fund”, named for their friend and mentor.  A plan was crafted to engage their clients in the service of individuals and families with the greatest needs through North Shore charities – www.beauportfinancial.com/community-response-gift-fund/

Clients identify non-profit, tax-exempt charities in their communities that meet the Fund’s eligibility criteria and offer services clients determine meet significant needs. With this due diligence, clients nominate charitable candidates and together fulfill and submit a grant proposal that accepts requests up to $5000.  Proposals are reviewed for compliance by Beauport and sent to the Essex County Community Foundation to verify the standing of the charity.  All Beauport employees share in making final selections.    

Each year at the firm’s holiday open house in December, the centerpiece event is awarding grants to charities, and the occasion to recognize the effort of each participating Beauport client. To make all this possible, Beauport sets aside 10% of its profits to fund the grants.   

“The Richard D. Wilson grant program is a great opportunity for non-profit organizations of any size, to request funds for new or ongoing projects. As a grant recipient, I feel it is an effective way to tell the story of non-profits through their good works,” explained Jane P. McNally, Director of Development, Beverly School for the Deaf. “Our school in Beverly serves deaf and physically challenged children throughout the North Shore and beyond, working within budgetary constraints. Being a grant recipient, we were able to purchase special equipment aiding our students learning to walk, providing assistance in their daily tasks, changing the lives of these most deserving students.”

“On this occasion we are privileged to express our deep gratitude to the people, organizations, and our revered team that continue to influence our thinking in shaping the principals that guide our firm’s work and success in serving our clients, partnering to assist in reaching their aspirations.  Equally gratifying is the opportunity and responsibility to share accomplishments, empowering our clients to work with stellar charities in serving our communities’ most pressing needs,” announced David McKechnie, CLU® and Derek Reed, CFP®, CLU®, Beauport Financial Services, managing partners. “Going forward, we continue to refine our business model, adhering to our guiding principal ‘where care meets craft’, informing all we do for our valued clients and communities.”

Founded in 1985 by managing partners David S. McKechnie, CLU, and subsequently joined by managing partner Derek J. Reed, CFP®, CU, Beauport Financial Services, LLC provides comprehensive personal and business wealth management services employing an advisory approach to solving the needs, and accomplishing the goals of individuals, businesses, and organizations.  The depth of experience and expertise of the Beauport team is further enhanced by its affiliation with Valmark Securities, providing comprehensive third party money management services.  Based in Gloucester, Massachusetts, Beauport Financials’ client base encompass Boston’s North Shore, Greater Boston and New York.

first row: Kevin Bilenchi, Ashley Murray, Serena Low, Phyllis Parady, Scott Forsythe

second row: Dave McKechnie (managing partner), Jon Park, Derek Reed (managing partner)

While it feels like I was doing Schooner Festival posts about a minute ago, facts are it is time for Christmas and Holiday posts.

Sorry.

For me, the holidays are about tradition.  I also love to create some special days with the boys….and sometimes those days involve day trips or special trips into the city.  Later on, my holiday posts will be about the more local activities that we love to do each year as well.

Pick #1  

Faneuil Hall Tree Lighting and BLINK

Blink! Takes place from this weekend until January 3rd, but the Tree Lighting Spectacular happens just once….  and that is Saturday, November 21st at 7:00 pm.

Read more HERE!

Entertainment Schedule:
2 pm The Revels Singers
3 pm Women of the World presented by Scullers Jazz Club
4- 6 pm Dress Rehearsal for the Tree Lighting Spectacular
6 pm Amy and the Engine presented by Hard Rock Café
7 pm Faneuil Hall Tree Lighting Spectacular Live Show
8 pm The Sugarbabies Band

Pick #2

Christmas at The Newport Mansions

November 21, 2015 to January 3, 2016

Read All about the Holiday Tour HERE!

The glitter of gold and the sparkle of silver will dazzle you as you tour three magnificent mansions decked out in Yuletide finery. Music, tours, and spectacular decorations highlight the celebration of Christmas at the Newport Mansions.

All three houses will be decorated and open daily for tours from Saturday, November 21, 2015 through Sunday, January 3, 2016.   The Breakers and The Elms open daily at 9 a.m., Marble House opens at 10 a.m.   The last tour admission at all three houses is at 4 p.m., and the houses & grounds close at 5 p.m.

A Winter Passport ticket providing daytime admission to all 3 houses is $29.49 for adults, $9 for children 6-17. Children under 6 are admitted free.  Regular Newport Mansions daytime tour tickets remain valid through the Christmas season as well.

Pick #3

Events at MarketStreet, Holiday Stroll

November 22nd, 4:00 – 6:00 PM

Join us for our official kick off of the Holiday Season! Enjoy delicious samples, Holiday Caroling, Tree Lighting, a special visit from our favorite guest and more!

Christmas Tree lighting with special guest promptly at 6:00 PM

Entertainment from Victorian Carolers, Voices of Hope, Lynnfield Middle School, and the Lynnfield HIgh School Band

The skating rink will be open too!  Not to mention the plethora of great restaurants and places to grab a quick drink. And then, there’s the shopping.

Events at MarketStreet Lynnfield

Pick #4

Mayor’s Holiday Specials 

There are so many great options in the City of Boston during the holidays.  Many of which, however, are fairly expensive.

Make sure to check out the Mayor’s Holidays Specials for deals and discounts on over 100 shows!

 

Click HERE often to see new discounts for holiday favorites and new events.  

 

For a comprehensive list of family activities visit our friends at North Shore Kid

Gloucester Dog Park Solar Lighting Dedication

Pictured from (lf to rt) City Councilor Paul Lundberg, Cornerstone Donor Linzee Coolidge, Solar Lighting Donors Tom & Kristin Zarella, Mayor Sefatia Romeo Theken, and Solar One Representative Ilze Greene

Congratulations to all who attended the Solar Lighting Dedication at the Gloucester Dog Park Tuesday night! The dedication was a big success and a culmination of a three year protect to install four new solar lights at the Gloucester Dog Park! Now, many more dogs & owners can use the park even when it gets dark outside earlier in the winter months! The lights are on a photo sensor so they turn on shortly after dusk and are set to turn off at 9:00 PM. This greatly increases the hours of use and enjoyment for dogs and owners at the Gloucester Dog Park and is beneficial for the environment too!
A special thank you to Tom & Kristin Zarella for their very generous donation of the solar lights to the Gloucester Dog Park. Thank you to the many individual donors who helped to contribute funds to install the solar lights at the dog park including a very generous gift from the Schmidt Family Foundation. And thank you to Nikki Bach of Bach Builders who took the lead, organized and supervised the entire installation of the solar lighting job. And thank you to all the Gloucester Dog Park Board members for helping to make this project happen. This is a true benefit to the City of Gloucester and one that will be enjoyed by the citizens and dog owners of Cape Ann for years to come!
Thanks,
Tom

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MG Makers! Present Workshops at Maritime Gloucester

MG Makers: Present Workshop-“Gyotaku” Fish Printing for Adults

TUESDAY, DECEMBER 1, 2015, 6:30 PM TO 9:00 PM,

REGISTRATION : MEMBER FEE: $20.00 AND NON-MEMBER FEE: $25.00

AUDIENCE: ADULTS

REGISTER HERE.

 

MG Makers: Family Holiday Present Workshop

SATURDAY, DECEMBER 5, 2015, 10:00 AM TO 12:00 PM,

REGISTRATION : $5.00 PER CHILD (MEMBERS), $8.00 PER CHILD (NON-MEMBERS)

AUDIENCE: FAMILIES

REGISTER HERE.

Flatrocks Gallery opens their final show of the year- ‘Home for the Holidays’ – Thursday, November 18th. A group show celebrating the season, featuring mixed media work by Joan Benotti, Hans Pundt, Meghan Chase, and Ken Riaf; sculpture by Caroline Bagenal; paintings by Lynne Sausele and jewelry by Ilana Krepchin and Claire Sanford.  A reception for the artists will be held Saturday, Nov. 21st from 6-8pm, open to all. The show runs through December 27th. For more information visit our website www.flatrocksgallery.com or call 978-879-4683.