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.
Retirement planning for DIY
investors in or near retirement
Birdie Retirement Planning (BRP) provides comprehensive retirement
planning to clients in or near retirement who prefer to maintain control
of their investment portfolios. Specializing in one-time financial plans
for DIY investors, BRP operates as a fee-only financial planning firm,
always acting as a fiduciary and prioritizing clients’ best interests.
Birdie Retirement Planning receives no payments from any source
other than the client.
Advice-only financial
planning for DIY investors
in or near retirement
Birdie Retirement Planning (BRP)
provides comprehensive retirement
planning to clients in or near retirement
who prefer to maintain control of their
investment portfolios. Specializing in
one-time financial plans for DIY
investors, BRP operates as a fee-
only financial planning firm, always
acting as a fiduciary and prioritizing
clients’ best interests. Birdie
Retirement Planning receives no
payments from any source other
than the client.
Our pledge to our clients:
Our pledge to our clients:
