As the hot weather kicks in this summer, now is an opportune time to explore proactive tax strategies that can help manage your 2025 tax liabilities and lead to a refund. Planning with these cool tax tips [...]
While enjoying the sunny days of summer, why not take a moment to consider how deferred annuities can help keep your retirement savings plans cool? These insurance products can add a layer of security and offer additional [...]
Life insurance is a financial safety net that provides a death benefit to beneficiaries after death. However, the question arises: How much life insurance do you need? […]
Navigating the intricacies of Social Security retirement benefits can be challenging, especially as summer approaches and many retirees consider making significant lifestyle changes. Whether planning to travel, relocating, or enjoy unlimited leisure, it’s crucial to stay informed [...]
Retirement is a period of life during which one enjoys the fruits of one’s years of labor. It’s an opportunity to enjoy a permanent vacation, soaking in the sun, and relishing summer days at leisure. The key [...]
As we age, planning for long-term care (LTC) becomes a critical aspect of our lives. This type of care, typically provided in nursing homes, assisted living facilities, or at home, often involves considerable expenses that can quickly [...]
Social Security is essential to many Americans’ retirement income, functioning as a safety net for those who have retired. Maximizing your Social Security benefits for larger payouts requires strategic planning and understanding how to optimize benefits. Strategies [...]
The topic of long-term care (LTC) insurance frequently arises for those planning for their retirement. The escalating costs of healthcare, coupled with the uncertainties of future medical requirements, make it imperative to consider how to pay them. [...]
One of the primary concerns for retirees is having enough predictable retirement income to cover their living expenses once they are retired. Due to the unpredictability of market returns and interest rates, many are turning to annuities, [...]
There’s often a misconception that life insurance only serves to provide for loved ones in the event of death. While a life insurance policy certainly does that, it also has the potential to integrate as part of [...]
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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.
