As a pastor for 30 years and financial advisor for 10, helping people feel a sense of peace and security has been paramount, especially when it comes to retirement. Ken will listen to your needs and has been told that he has an uncanny ability to explain money matters in a clear, understandable yet complete manner. Ken will address your individual situation with the proper path to help you towards achieving a comfortable future.
Ken’s knowledge of the Pennsylvania State Education Association (PSEA), the Public School Employees’ Retirement System (PSERS) and the needs of the educational community can work to your advantage as you plan your retirement lifestyle. The PSEA endorsement of Kades-Margolis as the exclusive marketer of tax-sheltered annuities is your assurance of outstanding products and service.
Ken is an Investment Advisor Representative of GWN Securities, Inc., an independent advisory broker dealer. He is licensed to offer annuities, life, accident and health insurance. He enjoys working with his step-son, Jason Hurwitz, who is also an advisor with Kades-Margolis.
Ken has lived in Williamsport, PA for more than 30 years with his wife, Janet, who retired from a teaching career in public education and is now enjoying her PSERS pension. They are proud of their family and enjoy being grandparents to Ari and Ziva. Ken also enjoys travel, golf, and photography.
Retirement planning really begins very early in life so this is important for all ages. I help people plan their retirement with PSERS pension and with their savings, 401K, IRAs, 403(b). This includes the complete picture of retirement funds, life insurance and long term care, as well as providing an inventory of important papers to help prepare clients and their families.
We all have estates, regardless of size. We all need to plan. There is much to know about inheritance issues, how to set up proper paperwork to reduce taxes and avoid pitfalls when we leave money to our loved ones, charities, and other organizations. While I am not an estate attorney, I have learned much being the executor of several estates.
My parent/grandparent genes are tapped here. I love to help people get started on a good financial path, educate about basic investments, and provide insurance needs as well as plan for college education. Time is a key element in investing, perhaps the most important part, therefore it is critical to start as early as possible.
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