At Kirby Wealth Management Group we lead our clients to action.
Set having peace of minds as your #1 goal
Then surround yourself with knowledgeable advisors at Kirby Wealth Management Group that will ask the right questions, help you identify what matters, and lead you to action.
Retirement
Retirement
Since I am retiring soon, what do I need to do now?
Will my money last through retirement?
What should I consider before claiming Social Security?
Education Planning
Education Planning
How much should I save for college?
When should I start planning?
Will we qualify for financial aid?
Life Events
Life Events
How do we manage our finances after getting married?
What happens to my 401(k) when I change jobs?
I am getting divorced. What can I do with my assets?
Eldercare
Eldercare
How does Medicare work?
What should I look for in a nursing home?
What happens if I must care for my parents?
Estate Planning
Estate Planning
What should I know about estate planning and taxes?
Will my family be secure if something happens to me?
Can I provide for my favorite charity when I am gone?
Financial Basics
Financial Basics
How do I do a better job budgeting? How do I reduce my debt?
How do I help a young adult establish a financial strategy?
Our Vision: To be trusted by our clients, valued by our employees, and admired by our community.
Our Mission: We lead clients to action.
Our Commitment to Community: We believe our clients desire financial security and freedom; therefore, we will ask the right questions, identify what matters, and lead them to action.