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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

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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5 Smart Investing Strategies

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

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Rightsizing for Retirement

What does your home really cost?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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