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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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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Use this calculator to compare the future value of investments with different tax consequences.

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Estimate your monthly and annual income from various IRA types.

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This calculator will help determine whether you should invest funds or pay down debt.

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

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There are some key concepts to understand when investing for retirement

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

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