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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.
They’ve amassed $30 trillion in assets to pass down, but many don’t have plans in place to safeguard their legacies. Here are five things they should do to cover their bases.
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