One of the values embedded in many Indigenous cultures worldwide is something known as Seven Generation Thinking. This philosophy invites individuals to consider the impact of today’s decisions far into the future—potentially offering a complementary perspective to traditional [...]
As the world advances at a rapid pace, our lives are becoming increasingly digitized. The digital age has seen remarkable advancements that have intrinsically changed how we navigate our daily lives, especially in financial matters. Financial wellness [...]
As summer winds down and autumn approaches, it’s the perfect time for a financial reset, to reassess your financial situation, and prepare for Q4 tax planning. With these tips and guidance from a financial professional, you can [...]
Determining when to purchase an annuity can play a critical role in some retirement income strategies. Annuities are long-term insurance products that can provide a steady income stream during retirement. But when is the appropriate time to [...]
Financial confidence is a cornerstone of one’s overall well-being. Yet, in today’s volatile economic environment, it is increasingly challenging to maintain this stability. Unforeseen circumstances can arise for many, leading to heightened anxiety levels. Here, we provide [...]
History is a great teacher, offering insights and financial lessons on a wide range of subjects. By examining some of the most catastrophic financial disasters in history, we can learn valuable lessons to apply in our lives. [...]
Labor Day, a nationally celebrated holiday in the United States, offers more than a day off from work or school. It’s a valuable opportunity to honor the contributions of the labor force while also teaching children about [...]
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Office Manager
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Senior Investment Advisor
His knowledge and Investment experience spans a broad spectrum of creative needs based, Wealth Building, Retirement Income Planning & Legacy Planning ideas. Ron has a degree in Business Management from Westfield State College and is an expert on the principles of modern portfolio theory and portfolio construction.
Over his 20-year career, Ron has worked with companies such as Fidelity, Prudential Financial, and New York Life. Ron made the decision to leave corporate America so he could have a better hands on role with helping people plan for retirement As an investment advisor, Ron ‘s main goal is to provide advice and analysis about securities to help his clients make well-informed decisions on what types of investments are best for them. He also emphasizes the need to adjust investment plans as goals and needs change. Ron listens to his clients concerns, shares potential investments and pertinent information, including benefits, risks, and tax issues, and treats the clients financial goals with the same care and interest that he devotes to his own.
We believe with Ron as our In- House Investment Advisor Representative, there is an amazing opportunity to partner with you in the design, implementation, and management of your plans towards a successful financial future.
Professional Financial Planner
Early on in his career, Michael recognized that the best clients were informed clients. Therefore, he’s spent much of his time educating prospects and clients on all of the options available to them.
Michael’s passion for making sure everyone understands their options before making decisions about their financial future is unparalleled. His clients’ appreciation of, and confidence in, this approach is evident by the lifelong relationships he has formed with them.
Michael continues his commitment to educating Baby Boomers and retirees continues to grow. He is the Founder and Director of the Financial Planning Adult Education Conference Center, a first of its kind center designed to encompass all aspects of a retirement plan through topic-driven educational workshops.
Michael lives in Londonderry
Retirement Income Specialist
Anthony has over 10 years of financial services experience in income planning, as well as life and health Insurance.
He is passionate about helping his clients identify the best opportunities for their income protection and financial planning needs.
After attending Thomas College in Waterville, Maine, Anthony worked at Consolidated Life Producers in Nashua, New Hampshire. He is now Vice President of the family business, ABC Financial Planning.
A lifetime resident of Londonderry, New Hampshire, Anthony is an active member of the community in which he is now raising his own children.
To receive a complimentary copy of Legacy & Estate Planning, Understanding the Basics, complete the form below.
