Title in the firm
President, Gordon Brook Financial, LLC
Licenses, Certifications and Designations:
CERTIFIED FINANCIAL PLANNER™ designation from the Certified Planner Board of Standards and is designated as a Chartered Retirement Planning Counselor and Certified Financial Educator.
Biography:
Kirk M. Fogg holds the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Planner Board of Standards and is designated as a Chartered Retirement Planning Counselor and Certified Financial Educator. He is an Honors Graduate from Merrimack College with a degree in Finance and Economics.
As a Maine native, Kirk has made a career of helping people with their financial needs for over ten years. He has conducted educational classes at local schools and has working knowledge of retirement plans with various companies, including; International Paper/Champion, Prentiss & Carlisle, Bowater/Great Northern Paper, Lincoln Paper and Tissue, and Penobscot Valley Hospital.
At Gordon Brook Financial LLC, Kirk offers a comprehensive financial planning solution. He is committed to providing tailored solutions, as "one size does not fit all'. He also believes that periodic follow-ups are an important part of the financial planning process.
Personal Details:
Kirk is involved with various organizations. He is a Member of the Merrimack College Charitable Estate Planning Board, Treasurer of Triangle Fire Department, Treasurer of Composite Lodge #168. He also is a former Treasurer of Health Access Network and former Board Member of the Lincoln Lakes Chamber of Commerce and Town of Lowell Budget Committee. He resides in Lowell with his wife Jessica, and two children, Corbin and Sophia. In his spare time he enjoys making bean hole baked beans.
Geographic Area Served:
Lincoln, ME and all surrounding areas
Services:
Comprehensive Financial Planning, Fee Asset Management, Investment and Wealth Management, Retirement Strategies, Estate Conservation, Small Business Financial Planning, Insurance
Firm Overview:
Gordon Brook Financial is a full-service financial firm whose advisors specialize in Financial Planning, Wealth Management Consultation and Retirement Planning.
We are committed to helping people pursue their financial goals. We have the experience, expertise, and education to assist you in reaching your goals.
Gordon Brook Financial will strive to earn your continued confidence by working diligently on your behalf. We listen carefully and take your goals seriously. We use our expertise to guide you and provide regular updates on your progress. Sound financial information will allow you to identify goals and make decisions about your future goals.
As an independent firm we are not bound to any proprietary company, so we can offer a wide range of financial products and services to individuals and business owners. Please call us if you have any questions about our firm or the range of financial products and services we provide.
Client Service or Business Philosophy:
Our mission statement is to provide our clients with personalized guidance, knowledge, and confidence to enable them to make educated financial decisions to achieve their long-term goals.