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Company Profile

Kirk BrownfieldKirk Brownfield is a multi-state licensed independent financial planner. His 37 years of business and Investment experience allow him to carefully examine the needs of his clients using a natural and consultive approach to financial and legacy planning.

Most recently Kirk has spent extensive time over the last 35 years in developing retirement plan solutions for Investment and business ownership and leveraged that experience into a practice built on comprehensive financial and legacy planning. Kirk inspires and motivates his clients to confidently move forward with understandable solutions that help to improve their own personal circumstances. Working closely with attorneys , CPA's and other qualified specialists during the planning process, his clients attain a total plan of action. Kirk is a graduate of Purdue University and holds multiple active licenses in Securities, Life, Health & Long Term Care certification. He is currently studying for his Registered Investment Advisor license (RIA) as well.

Kirk and his wife of 39 years have 3 children. Their daughter , Jade is a professional model working in New York. Their sons, Jarrett, graduate of West Point is a first Lieutenant at Ft Bragg. Jesse is in Army ROTC as a freshman at IU in the Kelly School of Business.






What We Offer

Successful planning

  • Cash flow Management
  • Estate Design /Asset Protection
  • Retirement Planning
  • Wealth Transfer
  • Insurance Analysis
  • Educational Funding
  • Investment Portfolio Design
  • Business Succession Planning
  • Tax Efficient Investing
  • Employee Benefits
  • Real Estate Consulting-Former Broker
  • Certification for Long Term Care