Kirk Dobson, CFP® is a fee based Certified Financial Planner and an Investment Advisor Representative providing a clear path for qualified individuals and businesses to help meet their financial planning goals. One of his greatest strengths is analyzing complex issues and delivering concise strategies in a well organized and understandable format. Kirk maintains a strong network of legal and accounting professionals to help get the job done right.
Specialties
Investment Portfolio design and management, alternative investment programs, distribution and income planning, buy/sell and business succession planning, tax, estate and legacy planning, life and long term care insurance, business and family financial planning.
Services Provided:
- Personal and Business Financial Planning*
- Investment Portfolio Design & Management*
- Retirement Plans & Retiree Income Planning
- Tax Reduction, Estate & Legacy Planning
- Alternative Investments*
- Business Buy-Sell, Success Planning, Key Employee Retention Planning
- Life, Disability & Long Term Care Insurance