The principal of our team is Kenneth P Posco. He has over 35 years experience in investment management, financial planning, and tax preparation and planning. He has a bachelor degree in accounting, and a Masters in taxation degree both from Bentley University. He recognized the need for Investment & Financial planning 35 years ago, and became a Certified Financial Planner in 1981.
His certification number is 556 out of over 75,000 Certified Financial Planners throughout the world. He witnessed significant changes in the business in that timeframe, which gave him the experience to analyze investments in an objective manner.
His certification number is 556 out of over 75,000 Certified Financial Planners throughout the world. He witnessed significant changes in the business in that timeframe, which gave him the experience to analyze investments in an objective manner.
Services
Insurance is essential to any comprehensive financial security plan.
If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.
Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals like buying a house or retiring comfortably.
I have access to a variety of insurance products that can help meet your financial security planning needs.
No matter your personal situation-if you're single or in a family; a professional or a seasonal employee; an executive or small business owner-we will work together to design a customized plan.
If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.
Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals like buying a house or retiring comfortably.
I have access to a variety of insurance products that can help meet your financial security planning needs.
No matter your personal situation-if you're single or in a family; a professional or a seasonal employee; an executive or small business owner-we will work together to design a customized plan.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
For one, people are living longer.
A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years.
Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.
There actually is a lifetime after retirement and the need to be able to provide for a steady stream of income that cannot be outlived is more important than ever.
For one, people are living longer.
A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years.
Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.
There actually is a lifetime after retirement and the need to be able to provide for a steady stream of income that cannot be outlived is more important than ever.
Managing your finances is an important component to any financial security plan.
Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis.
From mortgage payments to tax savings, we can help you manage your money as effectively as possible, given your personal situation.
Depending on your stage of life, chances are you'll have a distinct approach to saving.
New graduates or young couples have different needs than retirees or mid-career families.
Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis.
From mortgage payments to tax savings, we can help you manage your money as effectively as possible, given your personal situation.
Depending on your stage of life, chances are you'll have a distinct approach to saving.
New graduates or young couples have different needs than retirees or mid-career families.
The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner's surviving family.
The business is concerned with gaining control of the deceased partner's interest at a fair price so that it can continue operations without interference from the surviving family members.
The family members are most concerned with receiving as much money as possible for their interest in the business and for capital that may be needed for estate settlement purposes.
The business is concerned with gaining control of the deceased partner's interest at a fair price so that it can continue operations without interference from the surviving family members.
The family members are most concerned with receiving as much money as possible for their interest in the business and for capital that may be needed for estate settlement purposes.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.
Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Many of the institutions of art, sciences and education are supported in large part by those who want to give something back in appreciation for their contributions to the community or the individuals themselves.
Presently, the tax code offers incentives for gifting of one's assets or incomes.
Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Many of the institutions of art, sciences and education are supported in large part by those who want to give something back in appreciation for their contributions to the community or the individuals themselves.
Presently, the tax code offers incentives for gifting of one's assets or incomes.
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