THE RETIREMENT CHECKUP

It is Never Too Early to Get Started on Your Investments.

THE AUTHOR

Ken Tumolo

Ken Tumolo possesses a long-held passion for helping clients attain financial security and independence as they plan for their retirement years. Ken is a CERTIFIED FINANCIAL PLANNER™ and holds the Series 66 license, as well as Life, Health, and Long-Term Care licenses. He also has a Bachelor’s in Financial Services and an Associate’s Degree in Electrical Engineering.

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5 Critical Areas of Retirement

A Five Step Guide to a Better Retirement

COMPLIMENTARY RETIREMENT CHECKUP

A Proven Approach

With Ken’s retirement planning methodology, all the pieces fall in place – the estate planning, the tax planning and the investment portfolio segment. If there is a chance to do something earlier to help potentially save taxes in the future, Ken wants to make sure you plan for it. If there is a more efficient way to draw accounts to produce tax savings, he wants to execute it.

His goal is to provide his clients multiple ideas, advantages they may not be aware of and various ways to manage their accounts to get them through retirement and possibly pass on assets to family or charities.

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