Estate planning is a continuous process that requires updating to reflect the current state of one’s financial affairs. As part of estate planning, there is no better time to update your will than in February. Why February? [...]
5 things to know about annuities, which can be purchased from an insurance company, maybe a suitable strategy for investors who want to secure a steady income stream during their retirement years. They may provide confidence from [...]
Long-term care (LTC) is a comprehensive array of medical, personal care, and other services coordinated to address the physical, emotional, and social needs of chronically ill or disabled individuals. One important aspect is that LTC is not [...]
Planning for retirement often raises one crucial question: How much should one withdraw each year during retirement? Managing withdrawals may significantly impact the longevity of your retirement funds. Learning to manage withdrawals throughout retirement aims to strike [...]
Many seek financial professionals to help them with investment guidance and financial management. This management involves reviewing investments, savings, insurance, and other elements as they work toward their goals. However, not all financial professionals are created equal. [...]
As we welcome the New Year, it’s an opportune time to reflect on one’s financial goals and aspirations. Many prioritize an independent retirement as a financial goal, working toward it as a New Year’s goal. Here are [...]
As we approach the New Year, it is crucial to plan one’s financial goals strategically. Preparing is always beneficial, given the uncertainties of an evolving global economy and fluctuating markets. Here are ten things to consider when [...]
Planning for retirement can be overwhelming, but it becomes much easier if you start early. If you plan to retire in 2025, there are specific financial tips that you need to implement now to work toward an [...]
Charitable contributions and acts of kindness provide many people with personal satisfaction and a life purpose. However, it is essential to remember that giving back should not jeopardize one’s financial stability. This article outlines practical strategies for [...]
As we and our loved ones age, long-term care (LTC) becomes an increasingly important consideration. This type of care is designed to pursue health or personal needs over a more extended period, particularly for those who require [...]
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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.
