- How much should we withdraw each month?
- How do we manage tax and estate planning?
- How can we make the most of our money and investments in retirement?
Bircher financial is able to help you.
Our Clients Say
One example of how Bonnie has contributed to our success, was when she identified a major tax credit which we were eligible for and had been overlooked for several years. With Bonnie's guidance, we applied for a retroactive credit which resulted in a substantial refund.
We appreciate Bonnie's problem solving ability, and how mindful she is of our values and wishes when making recommendations regarding tax planning, education savings plans and investments.
Bonnie is always available to answer questions and address our concerns and her staff are always pleasant and professional.
It is our pleasure to recommend Bonnie.