Megan Rowlinson, Jeff Kirk, Mike Dostal & Steve Devlin

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Jeffrey A. Kirk
Financial Advisor – Galion Office

Priding himself on his ability to listen to his clients and to capture the essence of what they feel is important to their businesses and families, Jeff is able to help clients create strategies to meet their life goals.  With a strong business acumen honed through over 30 years in the insurance and financial services industry,  Jeff’s ability to help people plan and prioritize has a direct impact on their success.

Jeff specializes in retirement income planning.  He works with a host of corporations where he serves as their 401(k) plan advisor.  He also assists their employees by educating them on ways that they can best plan for a quality lifestyle beyond their working years, including helping them to execute sound wealth distribution strategies in retirement.
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Jeff received his Ohio Life & Health Insurance License in 2001.  He is a Securities Series 6 Registered Representative.

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Steve Devlin
Financial Advisor – Powell Office

Steve entered the financial services business in 2008 after 7 years in the residential mortgage business.  Whether it is through his civic involvement at the Clintonville Chamber, coaching basketball at Bishop Watterson High School, or working with his clients to develop comprehensive, personalized financial plans, Steve is focused on producing positive outcomes.

Steve’s practice has evolved to include a focus in retirement planning, where he has teamed with Jeff Kirk to provide advisory services to many Central Ohio companies.  His unique approach to working with clients is one that places their needs first in every aspect of the relationship.
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Steve is Securities Series 7 & 63 licensed.  He also is an Investment Advisor Representative.

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Mike Dostal
Financial Advisor – Bucyrus Office​

After serving his Property & Casualty clients for over 10 years, Mike decided it was time to better serve those clients and future clients in the financial services arena.  Mike holds his Life Insurance license in Ohio and received his Series 6 license as a Registered Representative in 2015.  Mike and his team design custom investment strategies for individuals, families and businesses.  He strongly believes in the importance of a solid relationship with his clients, with honesty and integrity as the foundation of those relationships.
 
Mike has spent the better part of 30 years of his life in Central Ohio and is currently involved with many local civic organizations.  He is devoted to giving back to the local community, as well as helping clients exceed their financial goals.

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Megan Rowlinson
Account Manager

Megan began her career at Dostal & Kirk in 2010.  She holds a Life, Health & Disability Insurance license in the State of Ohio.  Megan is the primary service contact for all of the agency’s financial services clients.  She is bright and personable, and is intently focused on providing the agency’s financial clients with a memorable customer experience.  Megan prepares all client illustrations, processes all applications and manages the client relationship from the beginning of the engagement.
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Megan works with the firm’s many retirement plan clients, especially individual plan participants.  She is their “go-to" person and provides the agency’s first response to client interactions.  Whether they require assistance logging on the plan website, assisting with paperwork completion, Megan serves as their first line of administrative support.

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BUSINESS FINANCIAL SOLUTIONS

Our agency specializes in Financial Solutions for businesses. We help privately held companies with a variety of issues, including:

• Business Succession Planning
• Life & Disability Buyout Funding
• Key Employee Protection & Retention
• Executive Long Term Care plans
• Taxed-Advantaged Disability plans

PERSONAL FINANCIAL SOLUTIONS

We work with qualified individuals and families to create and implement customized plans, which address a variety of areas, including:

• Retirement Solutions
• Education Funding
• Life, Disability, & Long Term Healthcare
• Estate Planning

BENEFITS

Executive Benefits

Executive “carve out” benefits often create a way for privately held companies to reward their best employees (including business owners).
We work with business owners to create:

• Deferred Compensation Plans
• Executive Bonus Plans
• Tax-Advantaged Disability Plans
• Supplemental Executive Retirement Plans

Group Benefits

As companies compete for talent in a tough employment market, they often find that they can attract and retain the best people with solid benefit plans.
We work with clients to create and service plans in the following areas:

• Group Life
• Group Health
• Group Disability
• Group Long Term Care

RETIREMENT SOLUTIONS

We specialize in retirement plans.  We assist businesses with plan design, fiduciary responsibilities, employee education, and plan communication.  We focus on improving investment options and returns, as well as reducing plan administration expenses & fees. 
We help to create and service the following plans:

• 401(k) & 403(b) Plans
• Solo (k) Plans
• Profit Sharing Plans
• Simple IRA Plans
• Non-Qualified Plans
• Defined Benefit Plans