Ever talk to someone who retired too soon and worries about running out of money? Or worries about how to transfer their assets to their children rather than Uncle Sam?
Stephen R. Kirkendall, CFP®, ChFC, is a Certified Financial Planner™ and Chartered Financial Consultant with nearly 30 years experience . KPDQ-FM radio host Lew Davies invited Steve to his LiveLine show for over 15 years. Why? Because Steve would take every call, take it seriously, and answer the caller’s question in plain English.
Steve has also previously given over 100 educational seminars at colleges and churches. His television interviews have been seen by national audiences.
Steve has helped hundreds of individuals and couples assess their financial situation and risk tolerance, determined their retirement goals, and helped them create a plan to pursue their retirement goals. He has helped many widows understand their investments after the loss of their husbands and coping with their new responsibilities and situation.
An avid bowler, Steve can help you avoid the many “gutter balls” of retirement strategies. Some people save too little or take too little risk. Others take too much risk and lose money they don’t have time to earn again. Still others retire too soon and risk running out of money during the latter years of retirement.
Don't lose sleep over retirement because you don't know where you stand. Let Steve help by determining your current situation, developing a strategy and reviewing it with you to help keep you on track. Maybe then you can enjoy your time with the grandkids.
Do you really want to feel in control of your financial future? Give Steve a call today!
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Using smart management to get more of what you want and free up assets to invest.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
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There’s an alarming difference between perception and reality for current and future retirees.
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