Financial Planning - A customized approach

Financial planning is the key to achieving your long-term goals and objectives. Using our state-of-the-art software combined with decades of financial experience, we will help you develop a financial plan that takes the guesswork out of managing your finances and keep you on track towards reaching your goals.

Asset Allocation - The right investments for each client

Developing a well-diversified portfolio is critical to your long-term financial success. Balanced risk to reward ratios and having the right allocation of stocks, bonds, real estate and some cash in your portfolio gives you the necessary foundation to weather financial storms that can circumvent your long-term goals. 

Portfolio Management - Actively looking out for your best interests

We will actively manage and review your portfolio on a regular basis in order to maintain the right balance you need to hit your long-term financial goals. Through active portfolio management and vigilant market analysis, we will consistently review and adjust your portfolio over time, based on changes in the market as well as in your own life circumstances. 

Retirement Planning - How much do you really need to retire?

The key to hitting your long-term retirement goals is to save enough money each and every month and then invest that money at regular intervals. We’ll help you understand savings fundamentals and figure out how much you need to set aside in order to achieve those goals. It may be as simple as setting up automatic investment contributions each month so you don’t have to think about it.

Minimizing debt and prioritizing your goals can also be game changers when it comes to a secure retirement but it’s not always easy to stay on track. That’s why we’re here to help guide you and navigate difficult waters, answering any questions you may have along the way. There are a few good options available to help you save for retirement.

  • 401K Rollover

    If you’re changing jobs, which many of us will likely do several times over the course of our careers, we can help you with rolling-over your 401K into a Rollover IRA. With access to a wide range of investment options and one-to-one guidance as needed, we can help you reach your retirement goals.

  • IRA

    IRA’s are a great way to save money in a tax-deferred manner. With a traditional IRA, you make contributions with money that you may be able to deduct on your tax return. Any earnings can potentially be tax-deferred until you withdraw them in retirement. If you’re over 50, you can make a “catch-up” contribution and put in an additional $6,000 annually. This is a great way to boost savings when retirement is not too far off.

  • Roth IRA

    With a Roth-IRA, you make contributions with money on which you’ve already paid taxes. Your money can then potentially grow tax-free, with tax-free withdrawals in retirement, provided that certain conditions are met. *

Reach out to a trusted BirdRock advisor today and
secure your financial future so you can live a life you love.

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