Watch This Video Learn How To Get The Most From Social Security Perhaps As Much As $250,000 More

About Ken Tumolo  

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Ken Tumolo possesses a long-held passion for helping clients attain financial security and independence as they plan for their retirement years, because he has always believed that everyone deserves a secure and independent retirement. Ken is a Certified Financial Planner (CFP) and holds the Series 66 license, as well as Life, Health, and Long-Term Care licenses. He also has a Bachelor’s in Financial Services and an Associate’s Degree in Electrical Engineering.  

Ken’s talent for paying attention to detail fueled his early career running a small technical business for 15 years. His main duties there included planning and projection-based budgeting, which was perfect experience for his move to the retirement planning world. He had already learned how to project out and budget for the unexpected that sometimes happens in the business world. “I like to help prove to my clients that they are going to be OK — that gives me real satisfaction — to be able to give them that peace of mind,” says Ken. “I feel they need a reason for their investments, and it has to fit a plan that will get them through. I like to take the time to build that plan and get to know the clients and their circumstances. I want them to understand the plan. If I am building a plan that they understand, then I know they can rest assured I’m doing right by them and that I am truly acting as a fiduciary, producing for them what is in their best interests.”  

With Ken’s retirement planning methodology, all the pieces fall in place – the estate planning, the tax planning and the investment portfolio segment. If there is a chance to do something earlier to help potentially save taxes in the future, Ken wants to make sure you plan for it. If there is a more efficient way to draw accounts to produce tax savings, he wants to execute it. His goal is to provide his clients multiple ideas, advantages they may not be aware of and various ways to manage their accounts to get them through retirement and possibly pass on assets to family or charities.  

Away from the office, Ken is an avid fisherman and enjoys hanging out with his family. His three boys are older now, but father and sons all still get together as much as they possibly can. “My wife and I enjoy hosting family events,” says Ken, “and, as odd as this might sound, I enjoy doing projects around the house, like building decks and remodeling jobs.” Ken also enjoys running — not competitively — but to take in the scenery and relax.

Schedule An Appointment for Your Complimentary Social Security Maximization Report

In this report, you'll discover...

  • Exactly how and when to claim your social security benefits.
  • How to coordinate claiming your benefits with your spouse. 
  • How to ensure your family continues to receive your benefits after you pass away.
  • Other lucrative strategies that you could be eligible for. 
  • Plus, how to avoid one of the many social security “gotchas” that could cost you thousands of dollars!

Social Security Report

Social Security is enormously complex. Making correct decisions could potentially mean tens of thousands of additional dollars in retirement.

Complimentary Ebook: 12 Secrets To Maximizing Your Social Security Benefits Under The New Rules

In this eBook you will learn...

  • How to receive the largest Social Security check possible.
  • Considerations for when and how to file for your benefits.
  • The many pitfalls that need to be avoided when filing.
  • The steps needed to achieve your maximum lifetime income.
  • And much, much more! 

Test Your Knowledge About Social Security 

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Still have concerns about your financial future? Our team is here to help. You're one click away from expert answers to your most critical retirement questions.

Address: Tumolo Financial 339 Flanders Rd. Suite 102 East Lyme, CT 06333  

Phone: (860) 650-3005