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Our Goal

Help You Retire Strong And Leave A Legacy

At Kirsner Wealth Management, the primary focus is to take complicated retirement concerns and to create customizable and simple solutions. Our team is experienced in working with people who are retired or are soon to be retired and focusing on income planning and legacy preservation.

Start Your Retirement Chapter Here
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Are your assets protected from rising taxes, potential recession and volatile markets?

You already know diversification is key to a solid financial strategy, but how else might you protect your legacy? In “Retire Strong: Preserve and Help Protect Your Wealth and Leave a Legacy,” Craig Kirsner and Sean Burke address many of your pressing retirement concerns, including:

  • Strategies to help protect your retirement assets from the next recession
  • IRA tax strategies that could help lower your income tax burden
  • The latest options for long-term care
  • And more!

Join us at one of our informational seminars and receive a copy of Craig’s book when you schedule a complimentary appointment!

Reserve Your Spot Now!
Limited Seating Available
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Our Dinner Seminars

Discover strategies for taking control of your finances in retirement, including:

  • Strategies to adapt to today’s volatile economy, tax laws and evolving investment world
  • Alternatives for today’s low-rate CDs and money market funds
  • Ways to create a legacy plan to help protect your legacy and provide for your loved ones
  • And more!

Call 1.800.807.5558 to register for an upcoming event, or reserve your spot online!

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