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Senior Planning Advisors
Kirk Cassidy is president of Senior Planning Advisors and Strategic Investment Advisors. He is the co-author, with Senior Planning Advisors co-president Dr. Paul Metler, of an upcoming book that takes a holistic approach to retirement planning. Cassidy is an Investment Advisor Representative and a fiduciary with a Series 65 securities license and life insurance licenses. He is a national speaker who does retirement planning for high net worth individuals across the country and is actively involved with several charitable organizations, including the Leukemia Lymphoma Society.
Many people have financial situations that call for a unique approach to withdrawing retirement savings.
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