A Wealth of Services
All Right Here
With expertise across a variety of financial disciplines, you can be confident every element of your plan is working harder, together.
Financial Planning &
Investment Advisory
Client-directed investment strategy with comprehensive financial planning and professional guidance.
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Personalized investment recommendations
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Retirement planning & analysis
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Tax optimization strategies
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Estate planning guidance
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Regular portfolio reviews
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​$250/hour monthly retainer
or $199 one-time consultation
Investment Management
Professional portfolio management with institutional-grade execution and systematic rebalancing. No standard porfolios. No set it and forget it plans.
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Customized portfolio construction
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Systematic risk management
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Quarterly rebalancing
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Tax-loss harvesting
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Continuous portfolio monitoring​
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0.75% of Assets Under Management
Digital Asset Advisory
Expert guidance in navigating the digital asset landscape with institutional-grade tools.
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L1.co platform access
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RightCapital planning tools
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DeFi strategy guidance
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Self-custody support
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Monthly strategy sessions
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$250/monthly introductory pricing
Financial Planning
Personalized recommendations to help you reach your goals.
Customized Financial Plans Specifically Designed for You
At Bird Brand Planning, we believe a financial plan is the foundation on which financial success is built. That’s why your dedicated team takes time to get to know you, your family and your goals before building your comprehensive plan.
Integrating Every Aspect of Your Financial Life:
Investment Management
Strategic Tax Planning
Estate Planning and Trusts
Retirement Planning
College Financial Planning
Risk Management and Asset Protection
TAKE A CLOSER LOOK
Making Your Life Easier
Life can pull you in many different directions, and it’s not always easy to find time to plan for the future. That’s why our experienced team of professionals makes the financial planning process as simple and streamlined as possible. We’ll do the heavy lifting so you’re free to enjoy life, both today and long into the future.
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Ongoing, Proactive Support for Your Changing Needs
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Once your financial plan is up and running, we consistently monitor and adjust it as necessary to keep up with your ever-evolving life and goals. We touch base with you regularly to discuss how new regulations, economic factors and changes in your personal financial situation may impact your plans.
Benefits of Financial Planning
Our approach not only allows you to receive comprehensive advice that’s in your best interests but also allows you to:
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Understand the behavioral and emotional components of managing money.
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Find out what drives your financial decisions, so you can create a healthier attitude that leads to better money habits.
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Improve your financial literacy and introduce you to the world of investments.
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Coaching, guiding, counseling, and supporting you every step of the way. No matter where you are on your journey and knowledge of money, finance, economics, and investments.
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Help keep more of your wealth by minimizing taxes
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Trusted advisor who can help you reach your financial goals by teaching you money management skills, such as how to build savings or pay down debt.
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Assess your progress on a regular basis
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Retirement Planning
A clear road map to support your desired retirement lifestyle.
Retire With Less Stress and More Confidence
Maintaining financial freedom in retirement is our clients’ most frequently cited goals. Our comprehensive, customized approach can help you enter the next phase of your life with confidence.
Your Custom Retirement Plan Will Include:
A Personalized Investment Portfolio
Planning for Medicare and Healthcare Costs
Strategies for Tax-Efficient
Withdrawals
Analysis of Insurance Coverage and Needs
Social Security Claiming Strategies
Planning a Legacy to Take Care of Your Loved Ones
TAKE A CLOSER LOOK
A Retirement Plan That’s Uniquely Yours
Whether you see yourself on a cruise around the world, opening a business, purchasing a second home or simply spending time with loved ones, we have the resources and expertise to help you get there.
Comprehensive Wealth Management
Experience a richer journey on the way to a financially successful future.
All the Expertise. All the Advice You Need. All Right Here.
At Bird Brand Planning, we offer full-service, comprehensive wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER™ practitioners, and investment professionals work together to integrate all aspects of your financial life into a comprehensive, actionable plan.
Services for All Elements of Your Financial Life
Financial Planning
Investment Managment
Retirement Planning
College Savings
Insurance Assessment
Estate Planning
Strategic Tax Planning
Business Owner Services
WHY BIRD BRAND FINANCIAL PLANNING?
OUR APPROACH
Simple, Transparent Fee Structure
We charge a straightforward fee based on the assets we manage on your behalf. This approach helps ensure our interests are aligned with yours. We succeed when you succeed.
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Comprehensive Wealth Management
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Money Management and Financial Planning
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Ongoing Financial Advice
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Legal and Tax Guidance
Your Best Interests. Always.
As a fiduciary we have an obligation to act in your best interests. We make decisions based on your needs only.
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Independent, Private Wealth Management Firm
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Not Tied to a Family of Funds or Other Investment Products
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Will Only Make Recommendations in Your Best Interests
Investment Strategy & Management
No standard portfolio; no standard allocations.
A Customized Portfolio for Every Client
No two client portfolios will look exactly alike. We believe that your portfolio should be tied to your financial goals, and the investments therein should give you the highest probability of achieving those goals.
Criteria for Investment Selections
Low-Cost
Tax-Efficient
Transparent
Income-Producing
Risk Profile
Accessible
OUR INVESTMENT PHILOSOPHY
How We Select Investments
We believe your portfolio should be allocated in such a manner that balances your long-term growth needs with enough stability and security for the short term so that you can prosper in any market condition.
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We don’t believe in market timing. We don’t believe in allocating portfolios according to risk or age. We create a financial plan that’s based on your needs and goals, then we build a portfolio to match.