Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to create the desired outcome for clients.
After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.
Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.
Kirk Ashburn is a highly trained professional with more than 15 years of industry experience. He has successfully been involved in helping individuals and families in Illinois and across the country to change the way they save and plan for their future as well as generations to come.
Kirk focuses on providing retirement income planning services with the goal of educating clients as to their options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement-planning mistakes and enjoying a lifetime of financial freedom. This approach helps his clients have confidence with their financial affairs, now and throughout their retirement.
The most important thing to Kirk is his wife, Priscilla, and their children.
Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/
Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Steven Michael England, President of Capstone Estate Planning, Discussing Fees & Fiduciary Relationship - November 1, 2024
- The Inspired Impact Podcast with Judy Carlson-Interview with Mary Gaul, Founder of Success Magnified, Certified Business Coach - October 29, 2024
- Interview with Steven Michael England,President of Capstone Estate Planning, Discussing Risk and Volatility in Retirement - October 29, 2024
