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.Learn More
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.Learn More
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.Learn More
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.Contact Us
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A change in your mindset during retirement may drive changes to your portfolio.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There’s an alarming difference between perception and reality for current and future retirees.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investors seeking world investments can choose between global and international funds. What's the difference?
With alternative investments, it’s critical to sort through the complexity.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here’s a quick guide to checking to see if you have unclaimed money.