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.
Ivan Kirshner, DDS
In Memoriam
Ivan is one of few people to have achieved great success in two different careers.
Jeffrey W. Kirshner, CPA*, PFS, MBA
(480) 588-6370
Jeffrey Kirshner learned at an early age the importance of proper protection planning ...
Michael Klarfeld, CLU®, ChFC®
(480) 588-6370
Schedule a Meeting with Michael
An Arizona resident since 1976, Michael Klarfeld began his financial services and insurance career in 1980. He attained his Chartered Life Underwriter®..
Rhonda Richardson,RICP
Client Service Coordinator
(480) 588-6370
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...
Client Centered
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.