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Kirk Cassidy

Currently published on REP

A Holistic Approach to Financial Planning


Kirk Cassidy is president of Senior Planning Advisors and Strategic Investment Advisors ( and is among the prestigious financial advisors who have attained the level of Top of the Table for the Million Dollar Round Table (MDRT). This positions Cassidy into the top one quarter to one percent of all Financial Advisors in the country. These individuals are committed to providing exemplary client services while displaying the highest standards of ethics and professional knowledge. He holds a series 65 securities license and an insurance license in Michigan and other states. Cassidy developed an asset allocation model that integrates guaranteed income planning, wealth management, tax minimization strategies, long-term care planning and legacy planning. He is involved in a number of charitable causes, including the leukemia and lymphoma society where he heads a planned giving program.