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Complimentary 2nd Opinion

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Retirement is different today than it has been for previous generations – it is a great time for you to get a second opinion on your retirement to help address common retirement planning concerns.

  • Your Portfolio – Are your 401K, IRA and savings accounts positioned properly for both a rising and falling market?
  • Social Security – Are you maximizing your benefits? Get a professional opinion to see if you qualify for more money.
  • Wills vs. Trusts – What is the difference?
  • Will you outlive your retirement savings?
  • Risk – Do you know how much of your assets are at risk? Have you measured it?

You will receive answers to these questions and others to help you learn how to prepare for a steady retirement in a changing world.

Is your retirement ready to stand the test of time?

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P. Robert Kirvan
Financial Planner

Robert Kirvan is the President of Advanced Planning Advisors Group Inc.  His mission focuses on a holistic approach to retirement planning.  As a fiduciary, Mr. Kirvan is held to a standard to act in the best interests of all his clients.
 
Over the years, Robert has been involved in several aspects of the business community. He believes deeply in building relationships with clients as they work together to build a solid financial plan.  As a Fiduciary, Mr. Kirvan believes that everyone is on the same side of table developing a plan that is in the best interests of the client.  Robert takes a holistic approach to retirement planning, with a goal of encompassing the different segments of the financial house. This helps clients to make more informed decisions that will not only impact today but may have an effect on the future.
 
Robert is the host of the READY-AIM-RETIRE Podcast and was the former co-host of SMART MONEY TALK that was heard every Saturday for years on AM560.  Mr. Kirvan continues to lecture throughout the Chicagoland area with respect to retirement and the importance of having a financial plan.
 
Robert and his wife, Natalie, have been married over 27 years and have three beautiful daughters.  Family has always been a top priority and over the years many clients have come to know the girls at different client events and get togethers.  Of all the accomplishments, Robert would rate his family as his most important.

Advisory services and insurance products and services are offered through Advanced Planning Advisors Group Inc., an investment advisor in the State of Illinois.

All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Advanced Planning Advisors Group Inc. and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Being registered as a registered investment adviser does not imply a certain level of skill or training.

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