People approaching retirement who want to reduce the taxes they pay.
To help you make an educated and informed decision about hiring our firm.
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.
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
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
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
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.