Birks Financial Advisors, LLC's (BFA) specialty is providing independent comprehensive financial planning services to individuals over age 50.

Our mission is to help our clients achieve the level of financial independence that lasts the rest of their lives. 

Independent Advice, a Lifelong Financial Security Plan™, and Fee-only Portfolio Management

It's a higher standard of financial planning, one that makes BFA your advocate and emphasizes education and wisdom. Unfortunately, some of the traditional providers of financial planning have a conflict of interest regarding whose interest is being served with the advice that is offered. Many are trying to sell a product and are looking for ways to make the sale plausible. 

There is a better way. We offer an alternative called the Lifelong Financial Security Plan™. It is founded on the principles that: Financial planning is not an one time event --it is a continuous, life-long process designed to help you achieve and maintain a Lifetime of Financial Security. 

When You Work With Us, You Can Expect:

Objective Advice--Birks Financial Advisors, LLC is a Independent Financial Advisory Firm. We work for you the client not a company that provides products. Our complete focus is on what is best for you.

Expertise-- Jim Birks, Certified Financial Planner™ Professional, Chartered Financial Consultant, Chartered Retirement Planning Counselor, and President of Birks Financial Advisors, LLC. Jim has more than 18 years experience in advising people about money management, investing, estate planning, and retirement planning.

Accessibility--When you work with us on an open-retainer basis, not only will you have regularly scheduled financial reviews, but you also can call us or schedule an appointment whenever an unexpected problem or new opportunity arises--and it won't cost you a penny more!

Value-Based Pricing--We are not the cheapest financial advisor you will find, but we are committed to providing value that exceeds the fee. If we do not believe that you will realize savings that add up to more than your fee, you will not be accepted as a client.

 Client Benefits 

• The opportunity for a lifetime of financial independence, security, and simplicity.
• More understanding of your own goals and objectives.
• More integration of how your money is used with what you really want out of life.

Our Typical New Client Profile

• Wants a trusting, long-term relationship with a competent, honest advisor.
• Is eager to achieve financial independence.
• Has a minimum of $370,000 to invest. (Most existing clients have $500,000 - $2 million)
• Is a nice person.

Our pledge to be a Great Advisor:

• Commitments made to you are fulfilled in a timely manner AND as expected by you.
• You get regular feedback regarding how you are progressing financially.
• Proactive contact by us to see if “there’s anything we can be doing for you right now.”
• Proactive contact by us to keep you ahead of important financial deadlines.
• Excellent follow-through on issues by our staff.
• Our financial advice has value to you beyond investment advice. It includes helping you make smart choices about your money in all areas.
• You know we're “on top of” your money issues.
• You know we're there for you & will respond quickly to you.

Your Pledge to be a Great Client:

• You are coachable and financially responsible. 
• You want to manage your money intelligently. 
• You are receptive to dealing with a financial professional because your time is precious and you like having business relationships. 
• You are busy working on your own career success, running a business or, as happy retirees, doing what you enjoy. 
• Because you are good at your own professions, you respect others who also excel.
• You recognize the importance of finding someone who is trustworthy, competent, and knowledgeable to help you with your financial choices. 
• You see the whole process of creating a financial strategy as exciting and important.  You get excellent value for your money because you follow the advice you pay for and implement the plans to get you where you want to go.
• You are straightforward and sincere, and you don't play games. 
• You are people we genuinely care about, who require a valuable service, and whose trust we hold as a privilege and foundation of the relationship.

Appointment Preparation  

Contact me for an appointment