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.
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.