Employed and Planning Ahead for a Secure Retirement?

At SilverBirch, we specialize in helping hard-working professionals like you prepare for a future where financial security is a given, not a question. Whether retirement is a down-the-road concept or a rapidly approaching reality, smart, proactive planning is key to your best future.

 
 

Your hard work and dedication have gotten you where you are today. Now, let's make sure your money continues to work for you long after you've decided to step back and enjoy the fruits of your labor.

 
 
 

Here are a few questions we can help you answer:

  • What strategies can I use to ensure my retirement savings will last?

  • How can I strategically draw from my different funds when I retire?

  • What's the optimal time to start receiving my pension for maximum benefit?

  • What housing decisions make the most financial sense for my retirement goals?

  • How can I ensure my financial legacy benefits my children?

  • What's the best way to provide financial help to my children, if necessary, without jeopardizing my retirement?

  • How can I ensure my spouse will be financially secure if I pass away first?

  • How necessary are my current insurance policies as I approach retirement?

 
 

Need Answers?

Let us guide you through your options and work collaboratively to formulate a plan that matches your ambitions and your lifestyle.

 

Advantages of our Wealth Management Services for Working Professionals

We know you're busy making your mark. Let us lighten your financial load, so you can focus on what you do best, while we ensure your hard-earned money is preparing for your future.

  • Mitigate financial worries now to fully enjoy your retirement later.

  • Identify opportunities to increase your income and strengthen your retirement savings.

  • Understand your spending power without compromising future security.

  • Maximize returns on your investment portfolio with a risk level that respects your comfort zone.

  • Benefit from an adaptable plan that evolves with your career and personal milestones.

  • Foster a relationship with a trusted partner who truly understands you and your financial goals.

  • Plan for your future care and assistance to ensure your desired lifestyle continues throughout retirement.

Our team is here to craft a personalized plan tailored to your unique career stage, family needs, and long-term vision.