Financial Services

Preparing for retirement should create excitement, not concern. Yet, for many, that's not necessarily the case.

According to a recent study, 64% of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, 59% of pre-retirees are at least somewhat concerned about being able to maintain a reasonable standard of living for the rest of their life.2

That's where we come in.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to protecting some of your assets — we'll cover as many bases as possible to help you create an income strategy that supports your retirement lifestyle and long-term financial goals.

¹Brian Perlman, Barb Hogg and Anna Rappaport. Society of Actuaries Research Institute. December 2021. "2021 Retirement Risk Survey: Report of Findings." Page 82. Accessed Sept. 16, 2022.

²Perlman, Hogg and Rappaport. Society of Actuaries Research Institute. December 2021. "2021 Retirement Risk Survey: Report of Findings." Page 78. Accessed Sept. 16, 2022.

At Kirsner Wealth Management, we offer you the following products and services:

Click the images below to learn more about each service.


Income Strategies


Wealth Management


Asset Protection Strategies




Life Insurance


Tax Planning
& Preparation


Long-Term Care Strategies


IRA & 401(k)


Legacy Planning

We can also refer you to professionals who provide the following services:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning

All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Insurance products are offered through the insurance business Kirsner Wealth Management. Kirsner Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. The AEWM does not offer insurance products. The insurance products offered by Kirsner Wealth Management are not subject to Investment Advisor requirements. AEWM and Kirsner Wealth Management are not affiliated companies.

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