Who
People approaching retirement who want to reduce the taxes they pay, have an investment strategy they understand, and work with a dependable advisor. Our typical household has between $5 million and $15 million in investable assets.
Why
To help you make an educated and informed decision about hiring our firm.
What
We will provide you with a one-page financial plan that will solve and make recommendations for your retirement income, risk management, tax planning and investment needs.
Cost
This process costs nothing upfront. If you decide to hire us, we operate on an annual flat fee structure.
Our Process
Process Step 1
Schedule a Call
We want to hear what you’re hoping to achieve for your retirement and what your pain points are. We’ll also answer any questions you may have, and we’ll explain our expertise and how we operate.
If you’d like to move forward, we will request a few important documents to be provided to us before we meet again.
Process Step 2
Discover Values & Goals
The next step is an in-person (or virtual) meeting. During this 2-hour meeting, we will listen to understand your situation completely and hone in on your values and goals. We encourage both spouses to attend to be a part of the process.
After the meeting, we’ll take the documents you provided and the information you shared to create a plan for your retirement.
Process Step 3
Review Plan
During this final meeting, we will provide a one-page plan explaining in plain English exactly what you can do to retire confidently. We’ll explain how much retirement income you’ll receive, how to protect your family, how to lower your taxes, and how to invest successfully.
If you see yourself hiring Birchwood Capital for your retirement, we’d be thrilled to help. However, we won’t ever pressure you to say “yes.”
Process Step 4
Retire Confidently
Congratulations! We will provide you with a detailed breakdown of our new client process and how we can start implementing your plan.
Birchwood Capital only serves a limited number of clients, and we are honored to help you retire confidently.
Selecting Birchwood Capital Means
Experiencing Positive Results for You
Before
Stressed-out over potentially running out of money in retirement
After
Confidence knowing you have a plan that will never let that happen and allow you increase your spending
Before
Missing out on the current tax-savings opportunities
After
Fully taking advantage of all the tax savings that the professionals know about
Before
Dying and leaving a mess
After
Confidence knowing you have taken care of yourself and your family
Before
A lot of confusion and time wasted worrying about how your money is being invested
After
A simplified investment portfolio that you understand without you having to monitor day-to-day
Before
Anxiety when the market crashes
After
Security knowing you have a formula for when the market drops
Before
Filing for Social Security when you stop working
After
A strategy for taking Social Security that maximizes the benefit
Before
Hoping for the best regarding your health
After
A plan in case there’s a long term care event
Does The Birchwood Blueprint Sound Good To You?
Schedule your complimentary, no obligation call today and let's explore
all the possibilities so you can retire confidently
Not Sure If You Are A Good Fit?
If this process makes sense to you, and you want to make sure you are a great fit, read about our Investment Philosophy for more details.
