Retirement Planning Process

An initial retirement planning consultation will provide you with a “financial roadmap” for achieving a secure retirement as well as helping you to get the answers to your most important retirement questions:

• Getting organized–Where do you stand today?
• What are your options?
• How to generate income?

Starting now is important. 
Procrastination is the single biggest reason people fall short of achieving their retirement goals.  After completing this private consultation, you'll be ready to start taking steps immediately to improve your overall retirement picture.

MONTHLY RETIREMENT NEWSLETTER

Our newsletter addresses a wide range of financial topics on a monthly basis of interest to retirees and pre-retirees.  Articles are written in an easy-to-read style providing practical ideas about how to meet changing financial goals and make retirement dollars go further.

FINANCIAL ORGANIZER

Use this valuable tool to prepare for your private Retirement Consultation.

The private Retirement Consultation is conducted by James M. Birks, CFP^®, Chartered Retirement Planning Counselor^SM, and President of Birks Financial Advisors, LLC.

CONSULTATION PREPARATION