Ronald P. Kashmanian, MBA, CLU®, ChFC®

Following four successful years in business management, Ron entered the financial services industry in 1984. Ron’s expertise in the areas of retirement and estate planning has earned the respect and admiration of his peers, his clientele and that of the accounting community. The vast majority of Ron’s new clients are a direct result of referrals from CPAs who have found that together they can better discover, communicate, address and resolve the needs and concerns of their clients. Ron’s main objective is to assist his clients with their personal savings and retirement planning while attempting to reduce taxes, all the while doing so with a plan design that the client understands and is comfortable with.