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 PLANNERā¢ and holds the Series 66 license, as well as Life, Health, and Long-Term Care licenses. He also has a Bachelorās in Financial Services and an Associateās Degree in Electrical Engineering.
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COMPLIMENTARY RETIREMENT CHECKUP
A Proven Approach
With Kenās retirement planning methodology, all the pieces fall in place ā 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.
Ready to start planning Your Retirement?
