Need Financial Advice? We Can Help. | Kirsner Wealth Management

Name: Kirsner Wealth Management
Address: 5350 W. Hillsboro Blvd., Suite 103, Coconut Creek, Florida, 33073, United States
Telephone: 1.800.807.5558

Help Preserve Your Retirement Assets and Leave a Legacy Our retired millionaire clients want to help preserve their wealth, reduce taxes and leave a legacy to their family after they’re gone. You’ve worked hard to build what you have, and now that you’re retired you want retirement strategies that allow you to feel in control of your money and financial future in retirement. FOUNDED IN 1972

Craig Kirsner, MBA is Forbes Magazine #179 Top Financial Security Professional in the entire United States for 2021 and #26 Forbes Top Financial Security Professional in the Entire State of Florida for 2022: Craig Kirsner, MBA: Speaker, Author, and Retirement Planning Professional. Craig Kirsner has been seen on: Kiplinger, The Today Show, and more! Any media logos &/or trademarks contained herein are the property of their respective owners & no endorsement by those owners of Craig Kirsner or Kirsner Wealth Management is stated or implied. The appearances in Kiplinger and Forbes were obtained through a PR program. A PR firm was paid to assist with media placement Forbes Best-In-State tope Financial Security Professionals 2022 Award Forbes Top Financial Security Professionals 2021 is a ranking of financial professionals conducted by Forbes through the SHOOK evaluation process. To be considered by Forbes, Craig Kirsner was nominated by an insurance carrier he sells annuities through. Financial Security Professional (FSP) refers to professionals who are properly licensed to sell life insurance & annuities. FSP may also hold other credentials & licenses which would allow them to offer investments and securities products through those licenses. References to security refer only to the benefits of insurance products, not to investments. Insurance products are backed by the financial strength & claims paying ability of the issuing carrier. For more information on the FSP Ranking visit this ink: https://www.forbes.com/sites/rjshook/2021/10/19/methodology-americas-top-ranked-financial-security-professionals-2021/?sh=55aab7e15fa9 and https://www.forbes.com/best-in-state-financial-security-professionals/?url#797f38e318a8.

The Kirsner Wealth Management Team: Learn More about us by clicking here. Listed from left to right: Janae Jacobs: Client Operations Manager, Daliana Garcia: Administrative Assistant, Chabelie Martie: Operations Manager and Director of Client Relations, Sean Burke: Vice President, Investment Adviser Representative, Craig Kirnser, MBA: President, Investment Adviser Representative, Brianna Shepard: Director of Client Operations, Nelson Arrieta: Chief Marketing Officer, Alexis Lazo: New Business Administrator

Kirsner Wealth Management has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. Neither Kirsner Wealth Management or its representatives may give legal or tax advice.
You are encouraged to consult your tax advisor or attorney. Jack Owen, Jr. Esquire, is not affiliated with Kirsner Wealth Management or AEWM.

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