I started as a financial advisor in 1983 as a young newlywed. I was drawn by the opportunity to help people make their dreams come true. In the years since then I've experienced up and down markets, political and economic events, and have helped my clients successfully navigate what have been sometimes choppy financial waters.
Through it all I learned that a "one-size-fits-all" approach may be fine for some investors, but I believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life.
I spend most of my time helping people answer two key questions that keep people up at night: "Will I make it, and do I have any financial blinds spots?"
Many people have never really defined what "It" is for them. Working together, we'll help define what "It" is for you with a high degree of specificity. We'll then take a look at everything you're doing financially to determine if what you want to happen actually has a chance to occur. If your plans and goals don't align, I'll point out your specific challenges and make specific recommendations to get you back on track.
To answer the second question, I take a 360° look at you financially to determine if there's anything you might have overlooked that could do you, your family, or your business harm. Any risk exposure I uncover will be brought to your attention and I will provide a rational strategy designed to help mitigate the risk.
So, whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected, or creating an estate or inheritance, I can offer solutions tailored to all your financial goals.
I earned my BA from California Lutheran University, and since entering the financial services field in 1983, I have also earned the CLU® and ChFC® designations from The American College of Financial Services in King of Prussia, PA.
My wife and I live in Sparks, NV and we have two wonderful adult children.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Portfolio Reviews
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Scuba Diving
Office Address895 Roberta Lane Suite 102
Sparks, NV 89431
Phone NumberMike Kirkpatrick at (775) 355-1100
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