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.

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

Legacy Planning Concepts
What you leave behind can be altered greatly by what you do when you are here
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.
UPCOMING EVENTS
Retirement in Uncertain Markets
Ruth's Chris Steak House
Annapolis, MD
October 10, 2023
Ruth's Chris Steak House
Annapolis, MD
October 12, 2023
Rip's Country Inn
Bowie, MD
October 19, 2023