Expert Retirement Planning for a Secure Future
Kirk Wald, President of Retirement Security Planners, Inc., brings over two decades of expertise in retirement planning to our partnership with Wise Choice Planning LLC. His approach aligns perfectly with our defensive asset protection philosophy, embodied in his motto: “Great offenses win games; great Defenses win championships”.
Kirk Wald
Enhancing Retirement Security for Our Clients
As a valued partner, Kirk enhances our ability to serve retirees and pre-retirees, helping them achieve financial security and peace of mind. His expertise in income planning, wealth preservation, and legacy planning complements Wise Choice Planning’s comprehensive defensive strategies.
Key Areas of Expertise:
- Comprehensive retirement income planning
- Wealth preservation strategies
- Legacy planning
- Special needs family planning
Background and Expertise
Kirk’s professional journey is marked by a unique blend of military discipline, business acumen, and healthcare industry insights:
- Graduate of The Ohio State University’s Fisher School of Business
- US Army Veteran and former Captain (1981-1994)
- 11 years as a Professional Healthcare Representative at Pfizer Inc.
- Dedicated retirement planner since 2001
This diverse background equips Kirk with a strategic approach to financial planning, combining leadership skills, industry knowledge, and an unwavering commitment to his clients’ financial security.
Defensive Approach to Retirement Planning
Since 2001, Kirk has focused on helping clients enjoy a dignified, worry-free retirement. His approach centers on:
- Safeguarding and growing clients’ net worth
- Securing stable retirement income
- Implementing defensive asset protection strategies
This defensive stance aligns perfectly with Wise Choice Planning’s mission to protect and preserve our clients’ financial futures.
Special Needs Family Planning Expertise
With personal experience as a family member of an individual with special needs, Kirk brings unique insights to:
- Long-term care planning
- Special needs trusts
- Government benefit optimization
This expertise allows us to better serve clients with diverse family situations and complex planning needs.
Fiduciary Commitment
As a fiduciary, Kirk is legally and ethically bound to put his clients’ interests first. This commitment to client-centric service resonates strongly with Wise Choice Planning’s values, ensuring that every recommendation and strategy is designed with the client’s best interests in mind.
Partner with Kirk Wald and Wise Choice Planning
Kirk’s partnership with Wise Choice Planning LLC strengthens our ability to provide comprehensive, defensive financial strategies. His expertise in retirement planning adds another layer of security to our clients’ financial futures, ensuring they can protect, grow, and enjoy their wealth on their own terms.