Enjoy peace of mind with strategic planning for a secure future
Working with attorneys to make sure your estate planning affairs are in order is a task that requires rigorous analysis. We recommend minimizing estate taxes (both federal and state, if applicable) and ensuring the safe passing of assets to deserving loved ones.* *Not engaged in the practice of law or accounting
Working with your accountants (or someone we can recommend for you), we aim to provide successful income tax planning with the hopes of conservatively minimizing the amount of taxes that you would be required to pay.
We focus on using guaranteed products* to help prevent you from losing even a penny of your priceless principal, and we try to maximize rates of return on invested capital. if you prefer other alternatives (after performing an analysis of your retirement needs we can introduce you to), we work with associates who are well versed in all market products, working to earn you more interest for future income and retirement needs *Mention of guarantee only refers to specific products.
We make certain our clients are insured against as many risks as possible and provide coverage specifically for Life, Disability, Long Term Care and Medicare Insurance needs. We make sure any past or future insurance purchase is as cost-effective as possible, by using the most competitive, highly rated companies in the industry.
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Since 1975, we at Kevin D. Wirth & Associates strived to provide state of the art financial advice as well as world class products and proven services to our clients. Our expertise, insight and relationships with fellow-experienced professionals set us apart from our competitors. We understand that financial and retirement planning can often be overwhelming, so we would like the opportunity to help you make sense of all of your options.
As a sole proprietorship owned by Kevin Wirth, our business is caring for our customers in a special way. We bring high levels of empathy, knowledge, products and solutions to the table. Customer satisfaction is our greatest priority and we have made it our goal to value each customer’s trust and to NEVER disappoint.
We are trained, vetted, and licensed connoisseurs ready to help make your financial dream a reality. Give us a call today and we will show you what we can do
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Contrary to popular belief, Lorem Ipsum is not simply random text. It has roots
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It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.
Are you prepared to have a financially secure future?
Call us today at (914) 745-7271 to make an appointment!
With 41 years of invaluable financial aid to clients from all walks of life, Kevin D. Wirth is a go-to financial service provider. Apart from the experience, our increasingly empathizing way of dealing gives us a competitive advantage over the other groups.
With many years of invaluable financial aid to clients from all walks of life, Kevin D. Wirth is a go-to financial service provider. Apart from the experience, our increasingly empathizing way of dealing gives us a competitive advantage over the other groups.
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