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7373 E Doubletree Ranch Rd, Ste B-155, Scottsdale, AZ 85258

(480) 588-6356
jeff_kirshner@kkfg.net
Meet The Team

Tailored Wealth Management

Create Your Financial Roadmap

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Jeff Kirshner named Forbes Top 100 Financial Security Professionals 2022 in the nation
& ranked #1 in Arizona for Forbes Best-In-State Top Financial Security Professionals 2022.

Read Jeff's Forbes Article: Strategies for Recovering from Financial Loss

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This award is not issued or endorsed by Guardian or its subsidiaries.

We hope you enjoy your visit and find this website informative.
Whatever your dreams may be, our mission is simple:

Perhaps someone you know is worried about their financial future. They may be concerned about running out of money in retirement, unsure if they'll have the funds to send their kids to college, or are questioning if their investments, cash flows and insurances are as optimal as they could be.

While some of these issues may or may not affect you, millions of Americans are feeling financially disorganized and are frustrated with the fragmented advice and scattered financial life they have been living.

Your Process

Your Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions. 

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Shared Values

Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Infinite Resources

Infinite Resources

Want to learn more about retirement, Social Security, or estate strategies? 

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Words of Wisdom

"An investment in knowledge pays the best interest."

Benjamin Franklin

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