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
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
A four-step framework for building a personal legacy.
Simple steps may help you foil hackers and protect your privacy.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Do you know how to set up your financial goals for success? This knight does.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here’s a crash course on saving for college.
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Learn how to harness the power of compound interest for your investments.