Kirk Dobson CFP

3150 Crow Canyon Place #200
800-548-2671 ext 2649

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
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