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Our Process 

Our Process 

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 wealth management plan that allows you to get the best life possible with the money you will have.

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Our Workshops

Our Workshops

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 wealth plan and our relationship with you. We take pride in purposefully making the retirement planning process easier and inspiring smart decisions.

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At Birks Financial, we realize that the transition to retirement can be both exciting and complicated.

Our passion is to simplify the process, remove any worry or concern and instill confidence and peace of mind regarding your retirement income and wealth plan so you can enjoy a meaningful life. 

We are an independent and family run wealth management 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, J. D. and Tori. 

Your Goals, Our Strategies

Retire Successfully With Birks Financial.

  • Retirement Planning

    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 on an after tax basis. We take the time to help you clarify your retirement vision and align it with your unique retirement income plan.

  • Portfolio Management

    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.

  • Estate and Legacy Planning

    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. When the timing is right, we involve your adult children in our wealth management process as needed. This includes helping 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.

  • Tax Planning

    The distribution phase of your planning can be very difficult. This is primarily because of taxes. Taxes for you, taxes for your spouse, and taxes for your heirs. We will evaluate your likely tax problems and where you are vulnerable. Then, we will create actionable solutions that can help you avoid taxes in the context of your overall wealth plan. We take a comprehensive look at all your variables including Social Security, Pensions, Traditional IRA Required Minimum Distributions, Employment, Rental Income, Real Estate, Medicare, Roth IRA’s, Charitable giving and more.

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