Kirkby, Phelan & Associates Information

Kirkby, Phelan & Associates offers strategic accounting and investment management services for individuals and small businesses. As an independent firm, we understand the importance of a trusted relationship with your financial advisor. Our clients enjoy access to an experienced and knowledgeable team that places a premium on listening carefully, responding quickly and planning effectively in order to minimize tax impact and chart their secure future. Our services include: • Individual tax planning • Corporate tax planning • Retirement Planning • Roth IRA • College Savings Plans • Life Insurance • Long-Term Care Insurance • Portfolio Management • 401(K) and 403(B) Plans • Other non-traditional retirement plans • Succession Planning Since 1970, KPA has taken pride in understanding our clients’ needs and providing them with superior service and financial guidance. Our registered representatives' relationship with LPL Financial, the largest independent broker/dealer in the United States*, means our clients have access to world class financial tools while enjoying the benefits of working with a boutique firm. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member www.sipc.org. Investment products and services available only to residents of AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, MI, MN, MO, NC, NV, NY, OH, OK, OR, TX, WA, WI. *As reported by Financial Planning Magazine, June 1996-2010 based on total revenue.