Mission Statement:

To help families enjoy a lifetime of financial independence and security by providing expert investment and retirement planning advice.

The Importance of Financial Independence

Financial Independence gives you the security and freedom to spend your last 30-40 years of life pursuing what's most important to you and the ability to live a full life in retirement.

Financial Independence Defined

Financial independence, financial security, retirement, enough wealth to last a lifetime, not "having" to work anymore; all these statements often mean the same thing:

• Not worrying about money. -and-
• Being able to do what you want to do, when you want to do it.

The Benefits of Achieving Financial Independence:  

• "Peace of mind about my future."
• "Lack of worry regarding financial issues."
• "Financial confidence."
• "I have someone I can trust to review my situation."
• "More free time to pursue what's most important to me."

How Do You Get There?

Our Retirement Roadmap Process can provide the "Financial Map" to your Ideal Retirement as well as helping you get answers to your most important retirement questions.

Jim Birks is an independent Certified Financial Planner™ Professional and Chartered Retirement Planning Counselor with 18 years of experience. His job is to help you develop a strategy to achieve your financial independence and then monitor and update the plan so you can maintain it. (Learn more. Click Client Benefits)

Contact Us for an Appointment

Appointment Preparation                   

Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.

Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.

Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators>>>

Fuel for the Economy
The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

Dollar Doldrums or Delight?
The recent weakness in the dollar has caused widespread worry. But it wasn't so long ago that critics were bemoaning the nation's "strong dollar" policy. So which is better, a strong dollar or weak one?

Weather: It Matters
Weather is common fare for small talk, but it’s difficult to think of many topics that can have a bigger effect on economic activity.

Which Way to Payday?
Even though small-business owners put a lot into their companies, including time and capital, sometimes it’s hard to determine exactly how much to take out.

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