American's Top 3 Financial Worries *

  1. Not having enough money for retirement.
  2. Not being able to pay medical costs of a serious illness/accident.
  3. Not being able to maintain the standard of living you enjoy.

*Gallup 4/2016

Complimentary Portfolio Review

Meet with Jim Birks, CFP™  and map out your Investment Plan to achieve long-term financial security.  (The scheduling is done by computer and takes less than 1 minute).

Typical New Client Profile

  • Wants to achieve and maintain a worry-free retirement.
  • Is interested in delegating their financial management to an honest and competent advisor.
  • Has a minimum of $500,000 to invest. 

 

        
 
 
 
 
 
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Proven Success

Jim excels at guiding investors to grow and protect their wealth so they may have the opportunity to enjoy a worry free retirement. He manages over $102 Million of retirement savings for a select group of only 83 clients*.  Having a relatively small client base allows him to give each client the personal attention necessary to achieve their goals.

*as of 12/31/17. Client accounts are held by Charles Schwab & Co., Inc.                     

 

 

 

 

 

 

 

 

Independent Advice
Birks Financial, is an independent and family run financial planning firm. Unlike an employee of a mutual fund company, bank, or insurance company, Jim acts as a fiduciary for his clients and places your interests first. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Advisors with the coveted CFP® certification must meet specific requirements related to financial knowledge, industry experience and ethical guidelines. 

 

 

 

 

 

 

FAQ