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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

Countering Counterfeit Currency

Countering Counterfeit Currency

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The Business Cycle

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Budget Check Up: Tax Time Is the Right Time

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The Anatomy of an Index

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Saving for College

This calculator can help you estimate how much you should be saving for college.

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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.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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

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Enter various payment options and determine how long it may take to pay off a credit card.

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A presentation about managing money: using it, saving it, and even getting credit.

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Using smart management to get more of what you want and free up assets to invest.

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