A retired Air Force officer and advice-only financial planner helping active duty, veterans, and their families get a second look at retirement and build a clear financial roadmap.
After 25 years of Air Force service, I retired and eventually found my next mission: helping people make smarter financial decisions with confidence.
Early in my Air Force career, I saw too many good people get pushed into expensive financial products that were not right for them. I did my best to help anyone who asked avoid those traps. That experience stuck with me, and it is a big reason I founded High Flight Financial.
Today, my goal is simple: help active duty, veterans, and their families make informed financial decisions without sales pressure, commissions, or ongoing asset-management fees.
Before founding High Flight Financial, I worked as a financial advisor at Vanguard and completed my Certificate in Financial Planning. My own experience includes saving for retirement, living off retirement savings, saving and funding college, investing in residential real estate since 2006, and studying estate-planning strategies such as revocable trusts and charitable remainder trusts.
Many of my clients come to me because they want a second set of eyes on their retirement plan. They want to know if they are truly on track, whether they can retire sooner, how much they can safely spend, or whether their current plan actually holds up under stress. Some are just starting out and want to make sure they are taking full advantage of all of their benefits and if they are saving enough to reach their goals.
High Flight Financial is advice-only and fee-only. I do not manage your investments for a percentage, charge an ongoing retainer, or collect commissions on anything I recommend. Instead, I help you build a full financial plan upfront, then provide hourly support when you want it. Some clients prefer semiannual check-ins. Others just need help with a specific decision, retirement calculation, or financial “vector check.” The level of support is up to you.
I work virtually with clients, which keeps costs lower and allows me to serve people wherever they are. Whether you need a complete financial roadmap, a retirement confidence check, or help organizing the moving pieces of your financial life, I’m ready to help.
When I’m not working with clients, I’m usually attending family events, staying current on financial planning topics, or cheering on my favorite football team.
If you want to know whether you are really on track for retirement, let’s take a second look together.
Kirk Reagan, CFP®, MQFP®
High Flight Financial
Dallas, TX
(484) 462-4737
kirkreagan@highflightfinancial.biz
highflightfinancial.biz