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

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

 

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Can I Refinance My Mortgage?

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

View all calculators arrow

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.

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

View all presentations arrow

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

View all videos arrow