Golden Years Financial Advisors, Inc., a State registered investment advisory firm serving the Michiana area, provides financial planning and asset management. Our mission is to help you maximize your income and grow your assets over time while reducing your market risks, as well as, gain new insights into how to protect assets from market volatility while minimizing taxes or penalties. Making strong commitments to our clients and building life-long relationships are tenets of success at Golden Years Financial Advisors, Inc. Golden Years Financial Advisors, Inc., provides custom tailored investment strategies driven by client’s goals and capacity for risk. By establishing a financial plan that works together with your investment strategy, this helps assure that all the aspects are working together. We look at your entire financial life as a whole, not just parts. This will ensure that a recommendation or action taken concerning one aspect of your financial life complements all other considerations. We dedicate the time to your retirement plan so that your “Golden Years” can truly be golden. *Insurance offered through Golden Years Planning Services, Inc.
Kevin Anthony, President
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.
Andrea Ramer joined the Golden Years Financial Advisors team as office manager in September of 2016. She has extensive experience with administrative tasks including organization, scheduling, and client correspondence. Having held office positions within the camping ministry and education fields, she is able to tailor her skills to meet the needs of various clients. Andrea interacts directly with potential and existing clients with the hope of increasing office efficiency and customer satisfaction. She is a native to central Kansas and graduated from Hesston College. Andrea and her family have lived in the Michiana area since 2002, on both sides of the border, in Sturgis, MI and now Goshen, IN.