Kirk Wimberly III frequently partners with his son Kirk Wimberly IV. With over 60 years combined experience, the father and son duo values family to the utmost degree. They have a shared desire for helping families fulfill their planning goals. Due to their age difference and diverse expertise, Kirk III and Kirk IV are able to provide a vast range of knowledge and thus offer the most comprehensive
planning. Kirk IV continues his father’s legacy in the areas of asset accumulation and risk management including life insurance, disability insurance and group benefits. Together they provide complete planning for every stage of their clients’ lives, now and in the future. Kirk Wimberly and his team assist individuals in identifying the core values, beliefs and legacy they want to perpetuate for themselves, their families and their communities. This is accomplished through a dynamic process of design, coordination, implementation and regular review of strategies aimed at achieving the goals and objectives of the client. The planning process and strategic view allows individuals to maintain their financial independence and perpetuate those core values and beliefs, now and in the future, by consciously controlling the management and distribution of their wealth during their lives and after their death among heirs, charity and society. Kirk and his son Kirk Wimberly IV can help bring clarity to your estate planning goals, discovering not only how you want to distribute your estate, but why. Let Kirk Wimberly and his team help ensure that your values are the foundation of your plan.
