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Kyle has been helping individuals and families accumulate and preserve wealth for retirement for nearly 20 years. He is an Investment Advisor Representative, owner of Secure Wealth Strategies, Inc. and is also life insurance licensed. This IAR designation confirms his expanded knowledge of pre-retirement and post-retirement planning strategies which includes topics related to retirement income planning, employer-sponsored retirement plans, risk management, asset management and more. Today Kyle specializes in working with Doctors and clientele that have the need for developing and executing financial plans at a high level. As a financial educator, Kyle holds regular educational seminars.