A well-coordinated plan considers the forest and the trees

Have you ever met someone who can’t see the forest for the trees? They get so caught up in small details that they fail to understand the bigger picture. At Birch Run Financial, we know there is strength in getting a broader perspective. That’s why with your knowledge and consent, we collaborate with your other professional advisors such as your CPA or attorney to help ensure that all your financial matters are addressed in a cohesive and well-coordinated manner.

For example, we can work with your CPA to develop and implement strategies designed to lessen or shift current and future tax liabilities. We can also work with your attorney to develop an estate plan designed to enable you to maintain your lifestyle today while building a legacy for the future.

We work hard to ensure every piece of the puzzle is accounted for and working in harmony toward your financial goals.