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Aaron Cirksena

I’m a Financial Advisor Who Works With the Ultra-Rich: Here Are the Top Money Trends I See in 2023 From interest rates, inflation and real estate to stocks, bonds and crypto, 2023 has been a wild financial year that's proven difficult to navigate -- and not just for regular people worried about...

Retirement 2023: 9 Things Boomers Must Do When Your Retirement Savings Reach $500,000

09/24/2023

https://finance.yahoo.com/news/retirement-2023-9-things-boomers-130127946.html

Retirement 2023: 9 Things Boomers Must Do When Your Retirement Savings Reach $500,000 Saving enough for retirement is a major hurdle for many Americans, including those on the brink of bidding adieu to the working life at long last. According to several reports, millions of older folks...

06/02/2023

Check out the latest commentary from which discusses the passage of the debt ceiling bill and what lies ahead for investors as they continue to climb a wall of worry. Click here to read more: https://bit.ly/3PanliX

06/01/2023

This Monthly Recap summarizes market performance, major events and news from May 2023. Read more here: https://bit.ly/42hDmpZ

05/30/2023

Check out the latest commentary from which discusses the in-principal debt ceiling agreement and what other market headwinds persist. Click here to read more: https://bit.ly/3C0i2KO

05/30/2023

As debt ceiling talks intensify, it's important to remember the Fed's role as a market driver. Check out with CIO Gene Goldman as he shares the economic data coming this week that could help determine the Fed’s next steps.
https://bcove.video/3ZLBnJB

05/24/2023

Check out the latest commentary from Cetera Investment Management. It's been a challenging year and a half for investors, but it's important to stay the course and achieve your investment goals. If you need to get back on track, this commentary is for you. https://bit.ly/3qccUk8

05/22/2023

As we head into a quiet week of economic data, there are still uncertainties piling up around the Fed's direction and the debt ceiling. Check out the with CIO Gene Goldman, where he shares three events to watch this week that could shake things up!
https://bcove.video/3ZLBnJB

05/18/2023

Read the May issue of Financial Watch here: https://bit.ly/financialwatch-may2023

05/15/2023

Over the last few weeks, a potential debt ceiling crisis has created uncertainty in the markets. CIO Gene Goldman shares what we know and what the potential ramifications may be of a default in . Check it out now!
https://bcove.video/3ZLBnJB

05/09/2023

Read the latest issue of Retire Wise here: https: https://bit.ly/retirewise-may23

05/08/2023

Will the upcoming CPI report be lower than expected? Tune in to with CIO Gene Goldman, where he shares three reasons why it could come in under expectations and what this could mean for the Fed.
https://bcove.video/3ZLBnJB

05/02/2023

This Monthly Recap summarizes market performance, major events and news from April 2023. Read more here: https://bit.ly/40TeHr8

05/02/2023

Check out the latest commentary from which discusses the debt ceiling and what it means for your portfolio in a non-partisan manner. Click here to read: https://bit.ly/3LlOWde

05/01/2023

In , CIO Gene Goldman shares three things to expect from the upcoming Fed meeting this week and if this could be the last rate hike. Tune in now!
https://bcove.video/3ZLBnJB

04/20/2023

Read the April issue of Financial Watch here: https://bit.ly/financialwatch-apr23

04/17/2023

The economy is slowing, and first-quarter earnings season is underway. CIO Gene Goldman discusses the expectation for continued earnings pressure and what headwinds are causing pressure on profit margins in . Check it out now!
https://bcove.video/3ZLBnJB

04/13/2023

New commentary from which discusses questions they've been receiving regarding the U.S. dollar and helps you break down some of the sensational headlines you may have seen. Read it here: https://bit.ly/3Uy38Uy

04/11/2023

Read the latest issue of Retire Wise here: https: https://bit.ly/retirewise-apr23

04/10/2023

With the report and the FOMC Meeting minutes being released, Wednesday will be the most important day of the week. CIO Gene Goldman, CFA discusses this economic data in . Watch it now!
https://bcove.video/3ZLBnJB

04/04/2023

This Quarterly Recap summarizes market performance, major events and news from Q1 2023. Read more here: https://bit.ly/3K9CcG7

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Meet Aaron

Have I saved enough? How will markets perform during my retirement? Will my investments earn enough interest to meet my retirement needs?

These are just a few of the concerns that people come into my office facing when thinking about retirement. Retirement is called your “golden years” for a reason. It’s the time where you are meant to be enjoying life and relaxing, not stressing and worrying about your finances.

Retirement doesn’t have to be scary or complicated and I make sure every one of my clients understands that. My promise to you is to listen carefully, plan diligently, and make sure all of our conversations are in terms that we BOTH can understand.

I want you to have the confidence that your money is going to last as long as you do and to always know where your paychecks in retirement are going to come from.

I can help maximize every piece of your retirement from social security, to pensions and investments to make sure they are all working in combination for your highest benefit.

I look forward to meeting with you and showing you the difference proper planning can make.

A bit more about me:

Prior to joining Premier Planning Group as a Managing Partner I worked at Morgan Stanley Wealth Management in the Baltimore area. This experience gave me the understanding of the differences between large firms and the flexibility operating as an independent practice provides. As an independent adviser I can work with all companies and investments rather than just a select handful.

I received my bachelors degree in Economics from the University of Maryland College Park. I hold my FINRA Series 7 and Series 66 registration along with state life and health licenses. This allows me to focus on every piece of my clients financial “pie” rather than just one slice like some advisers.

I am on the investment committee for Indian Creek School helping to manage their endowment fund for future generations of students.

I lived in Honolulu, HI for a year and worked in the insurance industry before the east coast came calling me back. I still say its one of the most beautiful places on earth and I try to visit my sister that lives out there at least once a year.

I was born and raised right here in the Annapolis area and attended Severn High School in Severna Park. I still try to attend every Severn vs. Saint Mary’s game that I can.