You have a vision.
We help plan and implement it.
168 hours a week. How much time do you want to spend on investment management, financial plans, tax strategies and estate planning? If you're like most people the answer is not much. However, you recognize that without proper planning you might not realize your dreams. That's where we come in.
Something prompted your visit to our website today. Perhaps you're changing jobs and want to discuss your options for your old 401(k). Maybe retirement is quickly approaching and you're unsure of what's the best path forward. Sometimes a death in the family, a marriage, or a new child motivates us to think about our future. Whatever the reason for the visit you recognize the value of and need for financial planning.
Like you we are limited to 168 hours a week. Birch Investments believes in balancing work and life. We love what we do at work but also believe strongly in time with family and in recreation. Every client we say yes to means another client we have to say no to. Therefore we have developed the following criteria to determine whether we are an ideal fit for each other.
Our Clients Typically:
- Have a minimum of $250,000 in investable assets OR are willing to setup a diligent savings plan
- Are motivated to plan for their future
- Are engaged in the process, willing to delegate, and polite to work with
- Are willing to pay a reasonable fee for comprehensive investment management and planning advice
Our door is always open to provide a second opinion or provide guidance on a do-it-yourself plan. If we can't provide the advice you need in a cost effective manner we will recommend alternative solutions or providers to meet your needs.
We are based in Brookings, South Dakota but have tools in place to meet virtually at your convenience.