J.R. KirchnerWealth Advisor
209 S. LaSalle Street 12th Floor
Chicago, Illinois 60604-1203
WHY THE KIRCHNER GROUP:
For more than 17 years, my team and I have helped affluent individuals, locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. I earned the designation of Chartered Retirement Planning Counselor, or CRPC®, in 2010, to better serve my clients.
Before I make any recommendations, I listen to what matters most to you in life. I focus on helping you achieve your objectives simply, clearly, and in a disciplined way. I schedule regular meetings with you to monitor your progress towards your goals and keep your strategies consistent with any changes that life may bring. I customize my advice to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step. I am driven by knowing that I make a positive difference in every life I touch.
CONNECT WITH ME FOR:
-Holistic life planning
-Goals-based wealth management
-Retirement accumulation and income planning strategies
-Managing wealth-based risk
-Special needs planning
Specialties:Retirement Planning, Small Business Retirement Plans, Legacy PlanningView ADV Bio
|Credentials & Licenses||Chartered Retirement Planning Counselor|
|Personal||I am passionate about education and the arts, ballet in particular. My wife, Deanna, was a principal dancer with the Milwaukee Ballet for six years, and now performs occasionally with the Lyric Opera of Chicago. We have a wonderful daughter, Milania who was born on her grandfather’s birthday in 2011.|