Our Services

Kirkpatrick Financial Group is an independent financial service consulting firm that provides investment and life insurance advice for individuals, small businesses, and charitable organizations. We follow a detailed financial planning process as we develop appropriate recommendations for our clients.

We will

• Meet with the client and gather data
• Define objectives
• Analyze data
• Recommend a plan of action
• Execute the plan
• Periodically assess the plan

Investments-

We will analyze the client’s tolerance for risk in order to recommend suitable investments that meet the client’s objectives and resources. Whether the client requires a Small Business Retirement plan (SEP or SIMPLE), a College Savings Plan (529 Plans), or is focused on retirement planning (IRA, Roth IRA, 403(b), 401(k)), we will assist the client and search for the appropriate investment that meets the client’s goal.

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Life Insurance-

We offer life insurance alternatives that help meet the needs of individuals, small businesses or 501(c)3 organizations. We assist with wealth transfer, estate planning, tax planning, charitable giving, business continuation, and deferred compensation (split dollar) programs. We represent a variety of financially strong and established companies that offer term and permanent insurance.

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