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Our Approach 

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.

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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 plan for retirement 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 sometimes complicated.

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.

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. 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 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.

  • Legacy Planning

    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.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.
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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
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Download Our Tax Reform Ebook!

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.

Have a question? We're ready to help.

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