Jeffrey W. Kirshner, CPA, PFS

Summary

I am a financial advisor that works with entrepreneurs, physicians, and dentists in the areas of asset protection, tax-efficient wealth management, advanced estate planning strategies, and business succession planning. My overall focus is on maximizing overall earnings and wealth potential while minimizing the risk and possibility for loss. Many of those I work with are high net worth clients yet those who are just beginning their professional careers may have low, or perhaps negative, net worth. I provide the same high level or service, professionalism, honesty, and integrity regardless of where my clients fall on the wealth continuum. Through ongoing education and effective communication, I help to simplify the complex. My strategies guide clients towards increasing their overall protection, increasing the efficiency of their dollars at work, increasing control of their assets, increasing retirement cash flow and providing the legacy that they desire for their families and loved ones. Every day I go to work, I focus on living up to my worthy ideal, which is to educate, lead and inspire families, business owners and professionals to take control of their financial lives and learn how to truly create real wealth so they can achieve financial security & freedom, provide a legacy and live the life of abundance that they’ve always dreamed of. In 2021, I was honored to be named to the inaugural Forbes Top 250 Financial Security Professionals in America. In 2022, I was again honored by Forbes as one of the Top 100 Financial Security Professionals in American and the Top Financial Security Professional in the state of Arizona. When I’m not serving clients, I’m a family man at heart. While my kids have left the nest, my wife and I travel as often as we can to visit them in Madison, Wisconsin and Chicago, Illinois. I love to travel and escape the Arizona summer heat (I enjoy the mountains more than the beach). I enjoy good restaurants, close friends, a good movie, live music, a classic car, a great guitar solo, and all of my local sports teams: the Suns, Cardinals, Diamondbacks and Sun Devils. I’m always in search of the perfect cup of coffee, and I never get tired of Seinfeld reruns. /COMPLIANCE:2025-317/