7373 E Doubletree Ranch Rd,
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Jeffrey W. Kirshner, CPA*, PFS, MBA
Michael Klarfeld, CLU®, ChFC®
Client Service Coordinator
Ivan is one of few people to have achieved great success in two different careers.
Schedule a Meeting with Jeff
Jeffrey Kirshner learned at an early age the importance of proper protection planning ...
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Michael Klarfeld started his career in financial services with a desire to create his own destiny, help others navigate life's uncertainties, and own a business with a lasting impact.
Rhonda Richardson became an Arizona resident in 2006, relocating from the northwest suburbs of Chicago. She began and continued her insurance career with various national companies and global reinsurers before focusing on financial...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.