Stone Financial Retirement Planning

motes open dialogue with clientele and places paramount importance on maintaining unrivaled ethical standards. Through his focus on retirement planning, qualified plans and portfolio analysis; Ken has built solid, long-term relationships with his clients. Ken started in the industry in 1983 with Merrill Lynch before founding Stone Financial Retirement Planning in 1991. Ken holds an accounting degree from Central State University in addition to an Executive Certificate in Certified Financial Planning from Xavier University. He is also a Registered Financial Consultant, and a Certified Retirement Financial Advisor. He is licensed for life, health and disability insurance. Securities by licensed Individuals Offered Through Investacorp, Inc.,
A Registered Broker/Dealer Member FINRA, SIPC. Advisory Services Offered Through Investacorp Advisory Services, Inc., An SEC Registered Investment Advisory Firm. The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Investacorp, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.