John D. Kirkgard, MBA
Taking the mystery out of financial planning through
socially responsible investing, sound
wealth management, and solid retirement planning...
socially responsible investing, sound
wealth management, and solid retirement planning...
John D. Kirkgard, MBA
Registered Investment Advisor
"Hands-on and Personal"
John D. Kirkgard, MBA
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Investment Services
First and foremost, we solve problems and plan solutions.
Whatever your investment needs and objectives, we work hand-in-hand with you to achieve them..
• Immediate financial needs • College education funding • Retirement planning.
Whatever your investment needs and objectives, we work hand-in-hand with you to achieve them..
• Immediate financial needs • College education funding • Retirement planning.
Individual AccountsNon-retirement assets are managed in view of your investment goals while balancing the safety of your money against opportunities for growth.
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Retirement PlanningFrom a wide range of IRAs (SEP/Roth/Education) and retirement plans (401k/ 529 Education/Profit-sharing/403b), we seek the most promising opportunities to build and manage your assets with a keen eye on tax planning.
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Investment StrategyOur access to Charles Schwab and Morningstar databases of no-load, low-fee mutual funds, augmented by our expertise in corporate securities and financial planning, provides our clients with a wide range of investment options.
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Our Socially Responsible Investment Approach
The relationships we enjoy with our small number of private clients are built upon shared values and trust.
We believe that in the world of investments--as in all other aspects of our lives--character truly counts.
Whether the objective is asset growth or sound retirement planning, it's that principle which
drives us to openly share our knowledge and inform each client
about the nuances of their individualized investment strategy.
We become your partner as you move toward financial prosperity and security.
We believe that in the world of investments--as in all other aspects of our lives--character truly counts.
Whether the objective is asset growth or sound retirement planning, it's that principle which
drives us to openly share our knowledge and inform each client
about the nuances of their individualized investment strategy.
We become your partner as you move toward financial prosperity and security.
We're proud to use Charles Schwab Institutional as the custodian of our client's assets.
Because of our close relationship with Schwab, your assets will be maintained in
their secure database files. With their advanced technology we conduct securities transactions
in your behalf with the ultimate in efficiency and security.
We work with Charles Schwab in order to share their unparalleled
support and research tools with our clients.
With more than ten million clients worldwide and nearly $3 trillion in assets, Schwab offers
the kind of strength and track record we provide to you with complete confidence.
Because of our close relationship with Schwab, your assets will be maintained in
their secure database files. With their advanced technology we conduct securities transactions
in your behalf with the ultimate in efficiency and security.
We work with Charles Schwab in order to share their unparalleled
support and research tools with our clients.
With more than ten million clients worldwide and nearly $3 trillion in assets, Schwab offers
the kind of strength and track record we provide to you with complete confidence.
Our Three-Step Process
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We meet personally with you to discuss your current financial situation and determine your specific investment goals, both short- and long-term. We share the realities of the current financial markets, factors of potential volatility, and the ideals of the sustainable, progressive, and socially-conscious investing.
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We carefully research today's investment landscape, assessing the many options supporting your investment objectives. In a world of increasingly complex financial strategies, our socially responsible investment approach is focused on asset protection and growth rather than chasing "trending" opportunities.
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We implement your investment plan with the highest level of transparency, communicating with you to assure ongoing management of your investment plans as outlined. We do not act unilaterally, but only in partnership with you.
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