Ken Tolchin, CPA

Advisor

Ken Tolchin has been a CPA since 1991, initially focusing on compliance work such as audits and tax returns. He later shifted to a more proactive role, driven by the looming retirement crisis in America, which is exacerbated by increasing longevity and the high costs of long-term care.

Recognizing the urgent need for solutions for those over 50, Ken became passionate about helping individuals create personal pensions with lifetime income and safeguard that income through effective long-term care planning. “My passion for long term care is boundless. It is a tsunami coming to our country. I get a great deal of satisfaction knowing that I help people sleep at night, knowing that needing care will not cause them financial ruin.”

In addition to his professional pursuits, Ken is a dedicated hockey fan, an avid racquetball player, and a golfer. He has resided in South Florida since 1986, where he enjoys life with his spouse, two married children, a grandson born in 2023, and their intelligent shepherd mix, Duke.

Docere Advisors, LLC
St. George, UT 84770
(435) 500-5370
team@docereadvisors.com

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