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/
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