Financial Strategies at Dostal & Kirk
Full-Spectrum Financial Strategies & Solutions
At Dostal & Kirk, our financial strategies go far beyond the basics. We offer comprehensive solutions that support individuals, families, and businesses at every stage of life, helping you grow, protect, and preserve what matters most.
No matter your situation: planning for retirement, enhancing employee benefits, or seeking guidance on personal coverage, our expert team delivers clarity and confidence through tailored financial services.
Full-Spectrum Financial Strategies & Solutions
Life Insurance to Long-Term Planning
Our services span everything from basic protection to advanced planning. For those who need life insurance, disability coverage, or long-term care strategies, we help secure your financial future.
401(k) & Retirement Plan Consulting
For business owners, we design and manage 401(k) and retirement plans with a focus on employee engagement and fiduciary responsibility. Our team hosts quarterly Zoom calls, reviews participation metrics, and reviews compliance so you can offer benefits that attract and retain top talent.
Employee Benefits & Health Plans
We help businesses evaluate and strengthen their employee benefits offerings, including health insurance, vision, dental, and supplemental plans. Using industry benchmarking, we identify gaps or savings opportunities and offer solutions that are both competitive and cost-effective.
Personal Financial Guidance
From life insurance to retirement planning, we work one-on-one with individuals and business owners to build strategies that align with their long-term financial goals. We often uncover inefficiencies or underutilized opportunities in current plans, helping clients save more and protect their families more effectively.
Seamless Advisor Collaboration
Many of our clients already work with CPAs, attorneys, or investment professionals. We integrate into that trusted circle with respect and ease—offering specialized insurance and financial expertise that complements your full financial picture.
Retirement Planning
Whether retirement is decades away or right around the corner, we provide strategic planning that helps ensure your assets are aligned with your vision for the future. Our solutions include traditional retirement accounts, IRAs, and annuity strategies built for stability and growth.
Cash Balance Plans
For business owners and professionals looking to accelerate retirement savings while maximizing tax advantages, cash balance plans offer a powerful option. We guide you through the setup and management of these plans with clarity and confidence.
Education Funding
We help families prepare for rising education costs through tax-advantaged savings plans and custom funding strategies. Whether you’re planning for private school or college, our solutions are built to keep your child’s future within reach.
Disability Income Insurance & Long-Term Care
Protecting your income and long-term health needs is essential. We offer disability income insurance and long-term healthcare planning to ensure you’re covered in case of illness or injury so you and your family can maintain financial security no matter what life brings.
Dostal & Kirk Is an Industry Leader
Get Started with Financial Confidence
Dostal & Kirk is proud to serve clients across Bucyrus, Galion, Marion, Powell, and beyond with smart, reliable insurance & financial services. We’re here to support your future—one plan at a time.
Let’s talk about your goals. Reach out today to schedule a consultation with one of our financial strategy specialists.