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Kirk Cassidy

Lead Financial Instructor at Retirement Education Foundation

Senior Planning Advisors

United States, Michigan, Livonia

About Me

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 pr

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Profile Information

Lead Financial Instructor at Retirement Education Foundation

Senior Planning Advisors

Investment Team

Investor

Pension

Livonia

Michigan

United States

Aug 2, 2024

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