LifePath Wealth Management

As a full financial services firm, we at Kirshner & Klarfeld Financial Group have the ability to provide our clients with a broad variety of financial products and services. In addition to the products and services that we offer our clients, we can also provide introductions to some of the leading attorneys, CPAs and other professionals to help craft strategies in the areas of estate planning, tax planning, pension plan design, executive compensation, employee benefits, business succession planning and charitable giving.

At My Annuity Guy, we understand that financial planning can be confusing. We promise honest, straightforward, jargon-free answers to your questions. Our goal is understanding your goals, your goals regarding your money, your retirement, and your lifestyle. You deserve to be heard...

Steve Jurich, CIS™, CAS®, Founder of IQ Wealth Management, a Scottsdale, Arizona financial services firm specializes in financial planning, retirement planning, investment management, income planning, insurance planning, annuities, and 401k rollovers...