Lifeguard Retirement Planning is a full service, Investment Advisory company serving Illinois and surrounding states. Lifeguard Retirement Planning provides investment advisory and estate planning to people of all ages and those nearing or already enjoying retirement. Our mission is to provide people and businesses with innovative financial strategies. Every effort is made to provide financial clarity, solutions, and improve our client’s quality of life. Making strong commitments to our clients and building life-long relationships are tenets of success at Lifeguard
Richard Kirk has teamed up with Advisor Share Wealth Management (ASWM) as an Independent Investment Advisor Representative. ASWM was co-founded by industry icon/veteran Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM.
Our clients value our credibility, knowledge and value system centered around our goal of providing low risk, low volatility money management. Our greatest asset is the team of people committed to providing our clients with standout service.
Richard Kirk offers a thorough and careful financial discovery, we analyze your personal financial situation – risk tolerance, time horizon, liquidity needs, and retirement goals – and create a retirement plan that is unique to your situation. Using a combination of Assets under management, annuities and life insurance to bring our clients the best combination of money management.
