Financial Success In Retirement
Six Questions to Develop a Framework for
Funding Your Golden Years
Many of the client families we work with are preparing for retirement, or are currently in various stages of their golden years.
While each client's definition of a successful retirement is different, each involves protecting themselves from financial insecurity.
This whitepaper takes an approachable look at retirement preparedness today and the questions you should ask yourself when planning for those years intended to focus on family, health, and simply enjoying life.
Resources provided on our website are for informational and/or educational purposes only and are not, in any way, to be considered investment or tax advice, nor a recommendation of any investment product. Advice may only be provided by Birchcreek’s advisory persons after entering into an advisory agreement and providing all requested information about your personal financial situation.
Experienced Advisors.
At Birchcreek, you work with an experienced team of Wealth Advisors focused on doing what is right for clients. All of our Wealth Advisors are CERTIFIED FINANCIAL PLANNER PRACTITIONERS™ with over ten years of experience.
Check out Who We Are.
Expert Advice.
We combine our depth of investment knowledge, investment philosophy, and cutting-edge technology to give clients the clarity they need to invest with confidence.
Watch the video for insight into one of our portfolio review tools.
Objective and Transparent.
As an independent, 'fee-only' wealth management firm we take on a fiduciary relationship with clients. This enables clients to be confident their interest will always be front and center. We never accept commissions or kickbacks for recommending investment or insurance products. This commitment is a cornerstone to building long-lasting relationships with clients and the next generation of their family.
