SmartAsset
Your Preferred
Local Partner
Robert Kirvan, Fiduciary
Why Choose Us?
Transparency
Our commitment to transparency ensures that each step of our work together is recorded and that every document and report is easily accessible to you. Not only does this allow us to track the evolution of your strategy and make necessary adjustments along the way, but you can always see that we’re acting in your best interest. Our commitment to transparency is visible through a strong foundation of technology.
Fiduciary
Finding a trusted financial services professional is an important element of your retirement strategy. Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you by offering strategies that serve your best interest and act with transparency.
Technology
We feel the retirement challenges you face today are more complex than those faced by previous generations, but technology can help make managing and organizing your retirement easier. Our office utilizes Generational Vault®, an online portal accessible through our website. It contains tools to help make decisions appropriate for you. It also serves as the vehicle to document and record decisions made, ensuring transparency.
Schedule Your Complimentary Meeting
Schedule a Complimentary Meeting Today to receive a copy of Plan With A Purpose!
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Our Approach
Five-Step Retirement System
With the continued loss of traditional pensions, the rising cost of healthcare, and economic upheaval, the average American can often feel like they’ve been left to navigate retirement on their own. But the truth is you don’t have to do it all by yourself.
Our approach to creating a retirement strategy. It utilizes a five-step system that’s guided by three hallmarks of our company: fiduciary, transparency and technology.
Choosing a Financial Services Professional
Choosing a financial services professional is an important financial decision — and there are several types to choose from.
Fact & Feelings
During your career, you’ve worked hard to earn a living, but that income stream ends the day you retire. That’s when it is best to have a retirement strategy in place that is designed to help you leverage your assets to provide enough income to maintain your preferred lifestyle.
Strategy
Building a successful retirement is easier when you have a strategy you truly believe in. Retirement can be a time of great change and uncertainty. Having confidence in your strategy can help you look ahead with less anxiety and more optimism.
Recommendations & Implmentations
Designed to help find what your strategy needs to achieve your retirement goals and financial objectives. This step is where you can see our hallmarks — fiduciary, transparency, and technology — come to life.
Ongoing Relationships
Helping you thrive in a new generation of retirement goes beyond initial recommendations and is based on our ongoing commitment to your retirement success.
Choosing a Financial Services Professional
Choosing a financial services professional is an important financial decision — and there are several types to choose from.
Fact & Feelings
During your career, you’ve worked hard to earn a living, but that income stream ends the day you retire. That’s when it is best to have a retirement strategy in place that is designed to help you leverage your assets to provide enough income to maintain your preferred lifestyle.
Strategy
Building a successful retirement is easier when you have a strategy you truly believe in. Retirement can be a time of great change and uncertainty. Having confidence in your strategy can help you look ahead with less anxiety and more optimism.
Recommendations & Implmentations
Designed to help find what your strategy needs to achieve your retirement goals and financial objectives. This step is where you can see our hallmarks — fiduciary, transparency, and technology — come to life.
Ongoing Relationships
Helping you thrive in a new generation of retirement goes beyond initial recommendations and is based on our ongoing commitment to your retirement success.
Schedule Your Complimentary Meeting
