Strategies to address investments, insurance, retirement, estate and business succession goals.

At BIRE Financial Services we follow well-defined business and ethical tenets and have put together a financial management team capable of responding effectively to today’s challenges.

1.  BIRE Financial Services is dedicated to providing our individual and corporate clients comprehensive support in achieving their financial goals. This comprehensive approach is addressed by designing, planning and implementing strategies to address investments, insurance, education, retirement, estate and business succession goals.

2. BIRE Benefits helps employers develop benefit objectives and achieve those objectives through various product developments to meet their present and future needs. Some of the areas that are addressed are comprehensive health care design, voluntary benefits and salary deduction, retirement plan design, group life, group long term and short term disability, dental plans and vision plans.

3. BIREPIP (Partners In Planning) helps identify financial and legal issues that need to be addressed by other professional disciplines. We refer our clients to law firms, accounting firms, property and casualty firms, mortgage companies and banks to address those issues.

We are truly a “one stop shop.” The members of the firm have years of experience in the financial industry dedicated to serving your needs.