Birks Financial Corp.
Retirement and Investment Advisor

SugarOak Office Retreat
431 A Carlisle Drive
Herndon, VA 20170





Birks Financial Educational Workshops


We Simplify the Complicated and Inspire Smart Decisions


Retirement Planning can seem complicated and overwhelming. This can often lead to either poor decisions or no decision (avoidance). We take pride in purposefully making the process easier.

K.I.S.S. (Keep it Simple and Straightforward) - Simplicity is the key goal of our workshops. Unnecessary complexity is avoided. We strive to help attendees come away with the confidence they need to make smart decisions.



Developing a Retirement Income PlanImage result for seniors in classroom

Investment Fundamentals

Estate Planning

Long-Term Health Care

Investment Management

Making the Most out of Social Security, Medicare and Health Insurance

Advanced Estate Planning

Housing After Age 70

Identity Theft, Frauds and Scams

Year End Tax Planning


Jim Birks, CFP has been an financial educator for over 20 years*. His specialty is retirement planning and related topics. His workshops are simple, consise, and fun. As a result, attendees regularly comment that the workshops are very worthwhile.


*He has taught personal finance for Montgomery County Public Schools Adult Education, Arlington County Public Schools Adult Education, Fairfax County Public Schools Adult Education, Universisty of Virginia, and Virginia Tech.










                                              Montgomery County Public Schools