Are My Investments Aligned With My Retirement Goals?
Portfolios drift over time, creating uncertainty around risk and returns.
Uncertainty Around Turning Savings Into Reliable Income.
Unclear if your investments are truly aligned with your long-term goals.
Am I Saving Enough For Retirement?
It’s hard to know if you’re truly on track without a clear plan and check-ins.
What Strategies Can Help Minimize Taxes in Retirement?
Without proactive planning, taxes can quietly erode the wealth you’ve built.
Should I Plan For Social Security, Medicare, And Long-Term Care?
Interconnected, time-sensitive decisions are handled separately.
Am I Making The Right Decisions as Life and Markets Change?
Without ongoing guidance, it’s hard to know when—or how—to adjust.
A List of Our Services
Our services center on the financial decisions that matter most as you approach and move through retirement. Each offering is built to provide direction across every stage of your financial life.
Comprehensive Financial Planning
A unified approach that connects your finances, investments, and goals into a single, clear strategy.
Retirement Income Planning
Gain clarity on retirement and how to turn your savings into income that supports your lifestyle.
Investment Management
Portfolios designed to align with your goals, time horizon, and tolerance for market risk.
Strategic Tax-Aware Planning
Thoughtful tax strategies to help minimize taxes and improve the efficiency of your income.
Estate & Legacy Planning
Work to ensure your assets are protected and transferred according to your intentions.
Insurance Coverage Planning
Evaluate your insurance to help safeguard your family, assets, and overall financial plan.
Turn Your Wealth Into Reliable Income
We'll help you turn your savings into dependable, tax-aware income to support your lifestyle.
Keep Your Investments Aligned With Your Goals
Ongoing reviews ensure your portfolio will stay aligned with your goals and risk tolerance.
Plan Proactively for Taxes and Retirement Decisions
We help you plan ahead for taxes, retirement decisions, and life changes—before they're urgent.
Download Your Free Guide Today
Download our free Integrated Financial Health Assessment—a diagnostic covering the seven areas of your business that most directly affect profitability, scalability, and value.
Our Simple 3-Step Process
Through an initial call, a focused discovery meeting, and a clear proposal review, we help you understand your options and decide next steps.
Initial Call
A brief conversation to understand your goals, challenges, and if we’re a good fit.
Are We a Good Fit?
Discovery Meeting
We take a deeper look at your financial picture and begin identifying opportunities across planning, taxes, and strategy.
Proposal Review
You’ll receive a clear, customized plan outlining recommendations, next steps, and how we’d work together moving forward.
One simple fee covers financial planning, portfolio management, and retirement planning—no hidden costs.
We manage all accounts, like IRAs, brokerage accounts, trusts, and more, to keep your investments aligned.
There’s no set portfolio minimum, but we may set a minimum annual fee depending on your needs.
Let’s See If We’re the Right Fit for You
Schedule a free, no-obligation conversation to talk through your goals, challenges, and priorities. We’ll help you understand your options and determine whether working together makes sense.
Our FAQs
Below are answers to some of the most common questions about our services, pricing, and how we work with clients—locally and nationwide.
How are you different from other financial advisors?
We provide integrated financial planning, including wealth management, tax planning and preparation, accounting and bookkeeping, and business consulting for individuals and business owners. There are three key things that set us apart:
Broader Expertise.
We not only provide wealth management services, but also in-house tax preparation and planning, something completely absent from 99% of financial
advisory firms. We are also well versed in real estate investing, and the complexities of business ownership.
Limited New Clients.
We intentionally limit the number of families we take on each month. This enables us to ensure new clients have a positive experience joining our firm and existing clients continue to receive exceptional value and highly personalized service.
Team-Based Approach.
Our entire team of CFP® Pros works together to serve every family. By pooling our resources and intellectual capital, we provide comprehensive advice and make sure nothing slips through the cracks.
Do you work with families nationwide?
Yes! We are licensed in all 50 states and currently work with families across the country. Thanks to secure video conferencing, working with us is just as easy whether you’re five miles away or five time zones away.
How are your fees structured?
- We charge a transparent annual fee for our comprehensive planning and investment management services which includes:
- Ongoing financial planning
- Proactive tax planning
- Retirement income design
- Estate planning and insurance coordination
- Ongoing investment management designed specifically for retirement
- Our minimum annual fee is $3,600, and the exact fee depends on the scope and complexity of your situation.
- Fees are billed either monthly or quarterly and typically deducted proportionally from the investment accounts we manage. We don’t earn commissions, sell financial products, or receive incentives from third parties.
Where do you hold my investments?
For your safety and convenience, Briarwood Financial uses Charles Schwab as a third-party custodian for our client investment and retirement accounts. Schwab administers more than $12.15 Trillion in assets for more than 38.5 million retirement savers. As a trusted custodian, Charles Schwab safely holds your investment accounts and provides annual reporting to you and the IRS. Your accounts can be viewed at any time at www.schwab.com or through the Briarwood Financial Client Portal.
Do you offer an hourly or one-time project fee option?
We specialize in helping individuals and families who need (and want!) a long-term relationship, allowing them to spend doing the things they love most. A proactive, ongoing service model allows us to continuously refine your financial plan, retirement income, investment strategy, and taxes as your life (and the markets) evolve.
Start With a Free Conversation
Schedule a free, 30-minute call to talk through your situation—whether that’s a tax question, an investment decision, a business challenge, or a combination of all three.
Our calls are always stress and pressure free—guaranteed!
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