Who we are – owned and operated by Kirk G. Meyer, KG Meyer, P.C. provides specialized financial planning, asset management, Social Security analysis, and tax preparation. A true one-stop-shop for financial services at any stage of your life, our values-based financial plans are personalized, comprehensive and available for an annual flat fee.

Every financial plan we create includes an analysis of your asset classes, social security, and life insurance, your portfolio’s projected cash value, income projections, and expense reports for both now and in retirement. Our approach is guided by your beliefs, values, and the goals that matter most to you and your family. Enjoy peace of mind and more time for the best things in life knowing that we’re monitoring your financial health.

Kirk G. Meyer holds a Master of Science in Financial Planning from Bentley University, a Master’s in Business Administration with an emphasis in management from Strayer University, a Master of Science in Accounting from Strayer University, and a Bachelor of Science in Business Administration with an emphasis in management from Haskell Indian Nations University. He is currently a Doctoral Candidate for a Doctor of Business Administration degree at William Howard Taft University.

Kirk lives in Nashville, Tennessee, with his wife. They enjoy live concerts, dining out, sporting events, and many of the other amenities the city has to offer. When not focused on financial planning, Kirk enjoys reading a wide variety of books and writing. He has written several books of his own on financial topics that are available on numerous platforms.

Kirk’s education, extensive reading, and experience have led to the values-based financial planning approach he uses with his clients. He is adept at simplifying complex financial topics and enjoys helping clients identify the values and goals that should shape their financial plan. This results in personalized financial guidance that is actionable and easy to implement.

Though Kirk is a licensed Life and Health Insurance Agent in Tennessee, he is not active in the sales of insurance products because his role as a financial planner is a fiduciary one. For financial planning, he is an Ethics Approved Registered Financial Consultant (RFC®), which enables him to provide financial planning services through individual evaluation.

Kirk acts as a fiduciary, which means he always puts the interest of his clients first. As a Registered Social Security Analyst (RSSA®), he is able to provide quality analysis of future Social Security benefits.

Have Questions? We’d Love to Hear from You

You can email Kirk personally at kirk@kgmeyerpc.com. We look forward to hearing from you and helping you chart a path to a better financial future. Remember, at KG Meyer, P.C., our motto is not just “Personal Finance Made Simple®” but a statement we strive to make a reality. If you are interested in various financial tools and works by Kirk, please visit Personal Finance Made Simple