About Our Name:

 

The Birch Tree is a symbol of stability, growth and new beginnings. 

For many of our clients, there are milestones throughout life that can create both excitement and anxiety. It could be the birth of a child or grandchild....embarking on a new career....or contemplating retirement. We consider the retirement chapter of life to be the pinnacle of "New Beginnings". 

We are with our clients every step of the way so they can enjoy the retirement they always envisioned with complete trust and confidence.

(Shawn and his son Jake next to the birch tree that was planted the year he was born.)