Kenneth M. Segal

Ken Segal has spent more than two and a half decades in the world of finance. As a financial advisor for sixteen years, he has concentrated his efforts on individuals and small businesses, working as a partner with them and their accountants, lawyers and other professionals to attain their financial goals and make their dreams a reality. Ken’s approach to his clients is a highly personal one, beginning with a clear understanding of the client’s needs and goals, leading to a customized plan that will realize those goals. Such a plan may involve tax management strategies, investments, healthcare planning, education funding, protection planning and family security, estate planning and other considerations.