Kirk D. Falvay

2nd marriage, 3 children on one side 1 on the other, a business and real estate - Kirk made the entire estate planning process REAL, EASY, and leaving us feeling confident. He understood our particular needs, he was knowledgeable and full of genuine ideas to manage our estate. I heard him as a speaker which finally hit me on what needed to be done for us as a couple and our children. If you work hard and want to protect what is yours and your family's I highly suggest you contact Kirk.

I first met Kirk through a client. She was getting help revising an existing trust. I found his advice very practical, and was fairly priced. He was recommending what was best for her. So I had lunch with Kirk to learn more about him. Since then he's helped a number of my clients, and has done some work personally for my family. Kirk has been an excellent resource. When I come across an interesting estate problem Kirk has always been there, willing to lend professional guidance. As a Financial Advisor, one of the risks in recommending others is that they might do something wrong. Financially there is no direct upside for me, but there could be significant client relationship downside if the other professional makes mistakes or treats my client poorly. If all goes well however, then the bonds I have with clients are strengthened. They know I’m going beyond my job and making sure their estate is in order. And they see me as a resource to help them find the best people. They appreciate that I take the effort, and am looking out for their best interest. I’m very comfortable recommending Kirk. Not only is his attitude positive (greeting with a big smile and pleasant handshake), but also he is very good at his job. I know he’s living up to his reputation when I consistently receive ‘Thank You’ notes from my happy clients.