The Cost of Procrastination An Approach Designed For You Our Local Approach Understanding

Asset Allocation vs. Income Allocation

Client Centered

Kirk Financial Group specializes in working with clients that are at or near retirement, looking to protect their savings and income from stock market volatility. Today, a well conceived retirement income strategy is vital to help turn your savings into income that can last a lifetime. We want to see you and your family succeed.

Our Team

Retirement Strategies

It is never too early to start planning for retirement

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Social Security Exploration

For most people, exploring retirement income options starts with your Social Security benefits

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Legacy Planning Concepts

What you leave behind can be altered greatly by what you do when you are here

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Take Control of Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We can help you grow, protect, and preserve your assets. Make it happen today. 

Our Process

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Retirement in Uncertain Markets

March 3, 2020 @ 6:30PM

Café Mezzanotte

Severna Park, MD

March 19, 2020 @ 6:30PM

Ruth's Chris Steak House

Annapolis, MD

March 24, 2020 @ 6:30PM

Ruth's Chris Steak House

Annapolis, MD