Birdie Retirement Planning

Birdie Retirement Planning (BRP) offers comprehensive retirement planning to clients in or near retirement, who don’t want to give up control of their investment portfolio. As a fee-only, advice-only financial planner, BRP always acts as a fiduciary, putting clients’ interests first. Birdie Retirement Planning never receives any payments from anyone other than the client. 

BRP works with clients age 55+ regardless of their income or level of accumulated assets. We will provide advice on the allocation and distribution of investments without taking over control of your investments. We serve clients locally in the Bowling Green, Kentucky area and virtually nationwide.