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Call Us: (860) 650-3005

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


ABOUT KEN TUMOLO  

Let's Meet

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!


SCHEDULE AN APPOINTMENT



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! 

DOWNLOAD YOUR EBOOK



TEST YOUR KNOWLEDGE ABOUT SOCIAL SECURITY 

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CONTACT US

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  

Website: www.tumolofinancial.com


GET MY COMPLIMENTARY CONSULTATION


© 2019 Tumolo Financial | All Rights Reserved  

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the
certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque
design), and CFP® (with flame design) in the U.S., which it authorizes use of by
individuals who successfully complete CFP Board's initial and ongoing
certification requirements.  

Not endorsed by the Social Security Administrative Office or any other
Government Agency.  

The opinions expressed and material provided are for general informational
purposes and should not be considered a solicitation for the purchase or sale of
any security nor the rendering of investment advice. Past performance is not an
indication of future results and actual results may vary. Investing carries an
inherent element of risk, including the risk of losing invested principal.  

Securities and Advisory Services offered through Caitlin John Private Wealth
Management, LLC., a Registered Investment Advisory Firm, headquartered at 1024
E. Grand River Ave., Brighton, MI 48116/Toll-Free 877-238-1680. Tumolo Financial
and Caitlin John Private Wealth Management, LLC. are separate entities and are
not affiliated.