5350 Roslyn St. #240
Greenwood Village, CO 80111
Direct (720) -885-9878
By David Kirschner:
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Investment management
- Retirement strategies
- Estate conservation
- Life Insurance, Disability Insurance, and Long Term Care Insurance
- Business Retirement Plans
In America, we have a retirement savings crisis. 78% of Americans have less than $100,000 saved for retirement1 and many are finding it difficult to save like they want. Most don’t know where they can go for quality financial advice or think they can afford it. We can help!
Call Today for a Complimentary Consultation.
- College Savings/ 529 Plans
- Traditional IRA
- Roth IRA
- Brokerage Accounts
- Variable Annuity
- Variable Universal Life Insurance
- Actively Managed Accounts
- Tax Advantage Products
- 401 (k)
- 403 (b)
- College Plans
- Estate Preservation
- Money Purchasing Plans
- Profit Sharing Plan
Tax and/or legal advice not offered by Transamerica Financial Advisor, Inc., Transamerica Financial Group Division or their affiliated companies. Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters.
Testimonial for David Kirschner:
I’ve known David Kirschner for nearly 12 years. I unconditionally trust Dave’s judgment and character, and I’ve been personally inspired by his business acumen, coupled with the enthusiasm and energy he brings to his business practice.
The financial planning and investment planning business is not often executed correctly. I’ve been a financial analyst for over 25 years, and during that period of time I’ve come to know many individuals who hold themselves out as financial planners or investment advisors. Unfortunately most don’t possess the necessary skills to manage people’s hard earned assets.
Financial planning is more about understanding an investor’s widespread comprehensive goals. Calculating the correct asset allocation(s) and identifying secure investments that comprise a financial portfolio is important, but it’s only part of this complex process.
A proficient financial planner becomes well acquainted with his or her client and family, and possesses a categorical knowledge of the people they advise and assist. Only then can a financial planner provide professional and accurate investment advice.
One of the many strengths of David Kirschner is his ability to possess true compassion. David first and foremost cares about his clients. His financial planning skills only actuate after he clearly defines his clients’ goals, hopes, and aspirations. Only then can he and his accomplished team of advisors deliver professional and strategic financial advice.I am proud to write this testimonial in favor of David Kirschner.
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