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Kirsch & Associates - Southlake, TX

Call Us: (817) 267-9480

 
Transition Expertise Matters Widows: Our Vocation & Our Avocation Plan the Retirement of your Dreams Let's Chat

Life-Changing Events


Where there is change, there is also opportunity. For the optimal long-term solution, you must address both the personal and financial sides of change.

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What We Can Offer You


We help you achieve peace in the present moment and confidence about the future by addressing both the personal and the technical sides of money management, insurance and investments.

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Our Team of Professionals


Obtain unbiased, straightforward and trustworthy guidance from a team that includes CERTIFIED FINANCIAL PLANNERS™ and Certified Financial Transitionists™, practitioners trained in the art and science of transition.

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Be Certain about Your Financial Decisions Even During Uncertain Times

Life-changing events are pivot points that come with their own unique set of circumstances, challenges and opportunities. Making financial decisions in the midst of life-changing events can have long-term consequences. Those consequences can be both financial and personal and your mindset towards change has a large impact on the outcome. Kirsch & Associates helps you to identify when to sit with the uncertainties and the unknown, and when to move forward and make decisions. When you are equipped with confidence and a sense of purpose, life’s pivot points can create more than just transitions. They can be transformations.

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Helpful Content

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Learn more about taxes, tax-favored investing, and tax strategies.

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How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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