Bob Dash Email & Phone Number

Entered the insurance industry in 1975 and in 1977 began specializing in the area of employee benefits working with small and mid-sized privately owned businesses as Key Financial utilizing a consultative approach co-coordinating personal and business insurance needs to maximize protection, reduce costs and provide a personalized plan designed specifically for them.Joining Northeast Planning enhances services, tools and support providing clients with state of the art financial control of their finances and their lives. We work under the premise that people should learn to build wealth, not simply earn a substantial salary and to accomplish this I work with people to address:1- asset protection : protect that which we already own2- wealth accumulation : saving money towards the future3- retirement strategies: developing strategies to live comfortably and not outlive our money If our client owns a business we have the skills, knowledge and tools to integrate their business needs in coordination with their personal needs.Retired Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Northeast Planning Corporation is not an affiliate or subsidiary of Guardian.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.|COMPLIANCE:2019-790|

Listed skills include Business Planning, Insurance, Retirement Planning, Long Term Care, and 2 others.