Kevin Anthony, author and president of Golden Years Financial Advisors, Inc., assists individuals in the Michiana area as a financial advisor focused on the practice of money management. He has been in the financial service industry for over 35 years and has assisted many individuals with his specialized planning techniques. His goal is to help his clients increase and protect their net worth. Kevin is a native to the area and a graduate of Penn High School and Indiana University South Bend. He is also an Ed Slott Elite IRA Advisor and is committed to industry educational programs in order to provide relevant and up-to-date financial advice. He believes in a consultative approach to financial planning in which “listening” to a prospective client’s needs are more important than talking about product or market technicalities.
“I believe that to truly succeed, you must know your client well, and always focus on doing the right thing for them,” says Kevin Anthony. “This includes knowing their goals, needs, and resources so that the appropriate financial plan can be developed. This concept rings especially true for those approaching retirement and the nation’s seniors, who quite simply lack the luxury of time.” Kevin also understands that the need for a solid tax and legacy plan is absolutely critical for these individuals, their spouses, and heirs. If you’re looking for an experienced and enjoyable financial advisor, then set-up an initial interview with Kevin Anthony.