We work for you
At Senior Planning Advisors, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.
Kirk Cassidy, IAR
Kirk Cassidy is the president of Senior Planning Advisors and Strategic Investment Advisors. He is a fiduciary who holds a Series 65 securities license, as well as a life insurance license in Michigan and many other states. In addition, Kirk is an advisory board member for a $6.5 billion institutional money management firm.
Over the years, Kirk has helped thousands of people all over the country retire with a comprehensive retirement plan that best fits their needs. He believes that proper tax planning can help increase asset performance and reduce the chances of outliving their money in retirement without taking on greater risk. As a result, he developed an asset allocation model that provides clients with a roadmap to help preserve and distribute financial assets, while also helping to increase their wealth.