Our Retirement Roadmap process can provide your "Financial Roadmap" to achieving financial independence as well as helping you get the answers to your most important retirement questions:

• Are you financially independent yet?  
  • How much money will you need?
  • Are you saving enough?
  • When can you afford to retire? 
• What do you have to do to maintain your financial independence?
  • What is a safe investment withdraw rate?
  • How should you be invested?
  • Is everything being monitored properly?
  • What are you going to do with your independent life?
• If you are not financially independent now, when?
  • How much should you be saving?
  • Where should you save it?
• What do you have to do to become financially independent?
  • Is there a way to catch-up?
• What are the obstacles?

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)

Appointment Preparation  

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