Kirk Dobson CFP® ChFC Certified Financial Planner™

dobson

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
  • * Kirk Dobson is an Investment Advisor Representative.  Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC).  Member FINRA/SPIC.  AIC and David White & Associates are not affiliated.  Additional products and services may be available through Kirk Dobson or David White & Associates that are not offered through AIC.