Kirk Marley

Kirk B.

Marley is the President of Dovetail Planning, Inc. and has over 30 years experience in life insurance and succession/estate planning. The company was founded in 2019 in the state of Oregon and is serving clients in 10 of the Western States. Dovetail Planning is a holistic asset transition and succession planning company dealing with small to medium sized closely held companies including farm, manufacturing, service, and sales organizations. The company is aligned with dozens of professionals including Attorneys, CPAs, Investment Advisors, Insurance Agents, and Bankers to assists their clients in providing broader planning/risk management tools and services. Dovetail’s client profile ranges from those with assets of a couple million to hundreds of millions. Regardless of the number of assets, the company is fundamentally concerned that the hard-fought for client and corporate assets remain protected and useful during the lifetime of their owners and then transfer efficiently and thoughtfully to the next generation. The forte’ of Dovetail Planning lies in the decades of successfully moving clients through the various stages of fact gathering and analysis to the final completion and execution of documents that otherwise remain merely ethereal planning concepts. Dovetail also reviews and comments on various recommended asset transition and succession strategies including entity selection, corporate/estate transition planning, life insurance viability and structuring, as well as passive income creation. Indeed, Dovetail has been instrumental in analyzing and structuring in-force and new life insurance to maximize benefits to hundreds of companies, heirs and estates.