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New Generation
Retirement Seminar

Register Now

Retirement is different today than it has been for previous generations – it is a great time for you to get a second opinion on your retirement to help address common retirement planning concerns.

  • How much risk is your retirement savings exposed to?
  • Will you receive your full Social Security benefit?
  • Can you create a retirement income plan that lasts as long as you do?
  • Do you have access to technology that can make your retirement easier to manage?

At my New Generation Retirement seminar, you will receive answers to these questions and others to help you learn how to prepare for a steady retirement in a changing world.

Is your retirement ready to stand the test of time?

New Generation Retirement Seminar is for guests ages 55+ who are first time attendees looking to learn about safe money management and retirement investing. No agents, brokers, or children.

 

 

Register Today

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Kevin Anthony

Kevin Anthony

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.

Kevin Anthony

 

Michael Anthony

Michael Anthony joined Golden Years Financial Advisors in January 2019. Michael is one of the youngest Financial Advisors in Indiana to earn his CERTIFIED FINANCIAL PLANNERTM designation from the College for Financial Planning. He is passionate to serve, assist, and learn from the members of the Michiana community; regarding their life and retirement aspirations. Michael, the youngest of Kevin’s three children, grew up spending time in and around the office allowing him to gain exposure to the financial industry from a young age. Michael is a native to the area and a graduate of Culver Military Academy in Culver, Indiana; where he began his path to higher education, leadership, and rugby competition. In May of 2018 he graduated from Furman University in South Carolina where he received two bachelor’s degrees; one in business administration and one in Spanish, while playing rugby during both the fall and spring seasons. Michael is bilingual and is looking forward to using his languages to reach out and assist individuals in the community.

Golden Years Financial Advisors, Inc.
614 E. Ireland Road 
South Bend, IN  46614
Ph: 574-968-SWAN (7926)
E: Kevin@GoldenYears-Advisors.com
 Visit Us At - GoldenYears-Advisors.com

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Golden Years Financial Advisors, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Golden Years Financial Advisors, Inc. a Registered Investment Advisor in the State of Indiana. Insurance products and services are offered through Golden Years Planning Services, Inc. Golden Years Financial Advisors, Inc. and Golden Years Planning Services, Inc are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted. Golden Years Financial Advisors, Inc / Golden Years Planning Services, Inc and Kevin Anthony are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

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