Kirk Cassidy, Investment Adviser

Kirk Cassidy is president of Senior Planning Advisors and Strategic Investment Advisors. He is the co-author, with Senior Planning Advisors co-president Dr. Paul Metler, of an upcoming book that takes a holistic approach to retirement planning. Cassidy is an Investment Adviser Representative and a fiduciary with a Series 65 securities license and life insurance licenses. He is a national speaker who teaches retirement planning in a university setting. Cassidy is actively involved with several charitable organizations, including the Leukemia Lymphoma Society.

Phone: 866.211.1904 E-mail: kcassidy@seniorplanningadvisors.com www.seniorplanningadvisors.com