BRP works with clients age 55+ regardless of their income or level of accumulated assets. We will provide advice on the allocation and distribution of investments without taking over control of your investments. We serve clients locally in the Bowling Green, Kentucky area and virtually nationwide.
Advice-only financial planning for
DIY investors in or near retirement
Birdie Retirement Planning (BRP) offers comprehensive retirement
planning to clients in or near retirement, who don’t want to give up
control of their investment portfolio. As a fee-only, advice-only
financial planner, BRP always acts as a fiduciary, putting clients’
interests first. Birdie Retirement Planning never receives any
payments from anyone other than the client.
Advice-only financial
planning for DIY investors
in or near retirement
Birdie Retirement Planning (BRP)
offers comprehensive retirement
planning to clients in or near
retirement, who don’t want to
give up control of their investment
portfolio. As a fee-only, advice-only
financial planner, BRP always acts
as a fiduciary, putting clients’
interests first. Birdie Retirement
Planning never receives any
payments from anyone other
than the client.
BRP works with clients age 55+ regardless of their income or level of accumulated assets. We will provide advice on the allocation and distribution of investments without taking over control of your investments. We serve clients locally in the Bowling Green, Kentucky area and virtually nationwide.
Our pledge to our clients:
Our pledge to our clients:
