Broker Check
Events on Wall Street The Power of Tax-Deferred Growth Do You Feel Lucky? Your Personal Recovery

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, ChFC, is a 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!

Helpful Content

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

View all articles arrow

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

View all videos arrow