431 A Carlisle Drive
We Help Create Great Retirements!
Birks Financial Educational Workshops
Protecting Your Legacy
We want you to have confidence that the kind of life you want to live in retirement is aligned with your retirement income plan. Our unique process helps you define your retirement income needs and wealth accumulation goals. We specialize in creating a retirement plan that allows you to get the best life possible with the money you will have.
Retirement Planning can seem complicated and overwhelming. This can often lead to either poor decisions or no decision (avoidance). Our approach is to use education as the foundation of your confidence in your plan for retirement and our relationship with you. We take pride in purposefully making the retirement planning process easier and inspiring smart decisions.
Our passion is to simplify the process, remove any worry or concern and instill confidence and peace of mind regarding your retirement income plan so you can enjoy a meaningful life.
We are an independent and family run financial planning firm. Unlike an employee of a mutual fund company, bank, or insurance company, our advisors act as a fiduciary for their clients and place your interests first. Advisors with the coveted CERTIFIED FINANCIAL PLANNER™ (CFP®) certification must meet specific requirements related to financial knowledge, industry experience and ethical guidelines.
We invite you to start your journey with us by coming in for a conversation about Winning at Retirement. Warm regards, Jim, Becky and J.D.
Retire Successfully With Birks Financial.
At Birks Financial our passion is all about helping people retire successfully. We see retirement as a new beginning and our focus is on what you are retiring to. We believe that an important element in creating a successful retirement is to getting the best life possible with the money you have. We take the time to help you clarify your retirement vision and align it with your unique retirement income plan.
By leveraging a disciplined investment process, we can tailor your portfolio to deliver the income you need while managing taxes, risk, and the complexity. You receive transparency of information, seamless continual monitoring and the trust and accountability you need to meet your retirement goals.
Our proactive review process is designed to ensure that all your affairs are in order. We will work with your existing legal professionals to formalize your wishes to potentially minimize the administrative burden and to maximize the value distributed to the people and causes you cherish.
We help you compile and maintain a specialized list of documents that provide turn-key information and instructions to your loved ones when they need it most. This eliminates the guesswork while settling your affairs.
Curated articles, videos, and more for a more financially savvy you.
Investment Strategies for Retirement
A Primer on Irrevocable Life Insurance Trusts
Does Your Portfolio Fit Your Retirement Lifestyle?
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.