Hi, I’m Stephen, and I help people retire confidently. Our philosophy is centered around creating a retirement plan that you understand, saving you money on taxes, and utilizing low-cost passive (index) investments. We operate off a flat-fee structure so your investments compound for you – not against you.
Birchwood Capital is a North County San Diego Financial Planner. We help people retire confidently by providing Investment Management, Tax Planning, and Retirement Planning services. We understand how it feels to have lots of questions about your retirement. Our philosophy is centered around creating a retirement plan that you understand, saving you money on taxes, and utilizing low-cost passive (index) investments. We operate off a flat-fee structure so your investments compound for you - not against you.
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