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

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

View all articles arrow

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

Managing Your Lifestyle

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

View all videos arrow