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Michael A

CFP®, Series 65

South Bend, IN

Golden Years Financial Advisors, Inc.

Michael Anthony is a CFP® with seven years of experience at Golden Years Financial Advisors, Inc. in South Bend, IN. He has also operated the Michael Anthony Agency since 2019, providing fixed insurance sales. Michael's background includes earlier work at Idea Translations and nearly a decade as a full-time student prior to his financial services career. Golden Years Financial Advisors offers financial planning and consulting to individuals, focusing on cash flow and retirement planning, insurance reviews, and portfolio allocation advice. The firm provides fixed-fee or hourly planning and coordinates investment implementation through third-party managers, with ongoing account monitoring and reviews.

General retirement planning Social Security optimization General tax planning
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Kevin A

Series 63, Series 66

South Bend, IN

Golden Years Financial Advisors, Inc.

Kevin Anthony is a financial advisor with Golden Years Financial Advisors, Inc. in South Bend, IN, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has led several related businesses, including Golden Years Planning Group and The Sanders Agency, where he owns and manages a health insurance practice. Golden Years Financial Advisors provides financial planning and consulting to individual clients, offering fixed-fee and hourly services focused on cash-flow and retirement planning, insurance reviews, and portfolio allocation advice. The firm acts as a liaison to third-party investment managers for portfolio implementation and ongoing monitoring.

General retirement planning Social Security optimization General tax planning
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