Illuminate Financial Group’s Wealth Management Approach

With decades of investment experience, Kirby Spencer McDonald operates Illuminate Financial Group in Omaha, Nebraska, which he founded in 1999. Kirby McDonald manages its Office of Supervisory Jurisdiction Compliance and acts as managing partner, hiring new financial advisors to expand operations.

Illuminate Financial Group provides a suite of wealth management services for individuals, families, and business owners at all stages of their lives and careers. Its services include retirement and estate planning, determining trustees and beneficiaries, and investing. The firm learns clients’ financial goals and creates strategies to meet them, then revises its methods over time based on results.

The company’s advisors understand clients who reach out to them may have had mixed results in prior experience with financial advisors. Illuminate Financial Group also understands clients may misinterpret information, due to popular misconceptions or incorrect media coverage related to financial issues. To prevent any misunderstandings, Illuminate Financial Group educates clients on its methods so they can make informed choices.