Comprehensive Wealth Management
Experience a richer journey on the way to a financially successful future.
All the Expertise. All the Advice You Need. All Right Here.
At Bird Brand Planning, we offer full-service, comprehensive wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER™ practitioners, and investment professionals work together to integrate all aspects of your financial life into a comprehensive, actionable plan.
Services for All Elements of Your Financial Life
Financial Planning
Investment Managment
Retirement Planning
College Savings
Insurance Assessment
Estate Planning
Strategic Tax Planning
Business Owner Services
WHY BIRD BRAND FINANCIAL PLANNING?
OUR APPROACH
Simple, Transparent Fee Structure
We charge a straightforward fee based on the assets we manage on your behalf. This approach helps ensure our interests are aligned with yours. We succeed when you succeed.
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Comprehensive Wealth Management
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Money Management and Financial Planning
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Ongoing Financial Advice
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Legal and Tax Guidance
Your Best Interests. Always.
As a fiduciaries we have an obligation to act in your best interests. We make decisions based on your needs only.
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Independent, Private Wealth Management Firm
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Not Tied to a Family of Funds or Other Investment Products
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Will Only Make Recommendations in Your Best Interests
Explore Our Secialty Areas
MORE THAN WEALTH MANAGEMENT
Advice Tailored To Your Needs
Special circumstances in your life or work may add complexity to your financial planning and wealth management strategies. Bird Brand Planning’s dedicated and experienced specialty teams provide customized solutions to help you achieve financial freedom.
Law Enforcement
Pilots
Pro Athletes
Entertainers
HealthCare Professionals
Social Responsibility
Generational Wealth
Divorce
LET'S START INVESTING IN THE LIFE YOU WANT TO SECURE
Understand your needs
We'll help you understand your financial priorities and goals.
Plan in a dynamic way
We build a plan that adapts as your circumstances and goals change.
Implement your plan
Our personalized approach delivers a plan that suits your needs.
COMPREHENSIVE FINANCIAL PLANNING
....that starts with a person.
Professional advice and personal financial coaching to help you create, plan and live the life you want.
Before we get to know your money and your business, we'd like to get to know
YOU!
Our coaches take the time to get to know you personally. Working with a Bird Brand Coach, you’ll gain clarity, confidence, and control over your decisions and know where you stand at all times, on your terms.
WE HELP YOU INVEST IN WHAT MATTERS TO YOU
We apply the same client-first thinking to investments. We tailor investment solutions around your specific needs and preferences. We will use our guidance-driven investing model to create a unique investment strategy that is right for where you are in life now with the goal of having results you expect throughout your lifetime.