Golden Years Financial Advisors, Inc.
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Golden Years Financial Advisors, Inc.

Our Goal is to Provide A Financial Plan

that helps you Sleep-Well-At-Night

Helping You Live Your Dreams

along with leaving a financial legacy

Building Relationships

through honesty, integrity and service

  • Asset Allocation and Risk
  • Income Planning
  • Legacy Planning
  • New Generation Retirement
  • Social Security
  • Tax Strategies

Golden Years Financial Advisors, Inc.

*Gradient Gives Back and Golden Years Financial Advisors, Inc. are not affiliated.
Welcome to the Home of the S.W.A.N. METHOD OF PLANNING where our focus is to help make sure your retirement plan doesn’t take away from your ability to Sleep Well At Night!

The S.W.A.N. Retirement

The Sleep-Well-At-Night-Method for Retirement Investing

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Grow Your Nest Egg

ASSET ALLOCATION

Our organization prides itself on providing full-service retirement planning to South Bend and the surrounding communities. We take an extensive look at...

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Ensure Your Assets

LEGACY PLANNING

Legacy planning is one key element of any successful retirement plan and helps ensure that your legacy carries on to help your loved ones, and....

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Determine Your Income

INCOME PLANNING

For even the most financially literate individual, planning for retirement can be a very challenging undertaking. The days of relying solely on your pension....

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CONTACT US

PHONE: (574) 968-7926 (SWAN)
EMAIL: kevin@goldenyears-advisors.com
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Golden Years Financial Advisors BBB Business Review

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 advisor 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 Services, Inc. and Golden Years Financial Advisors Financial 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 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.