FAMILIES & BUSINESS OWNERS
You've Built Something Meaningful.
Let's Plan for Everything That Comes With It.
A growing family. A successful business. A home. Investments. Important responsibilities. Plans for the future.
As your life evolves, financial decisions become increasingly connected.
At Bird Financial Group, we help families and business owners coordinate their finances, manage competing priorities, and plan for what comes next.
Building wealth matters. Making it work for the people and priorities that matter most matters even more.
WHEN EVERYTHING IS CONNECTED
Your Financial Life Doesn't Exist in Separate Pieces.
Managing a household or running a business means balancing responsibilities that often compete for your time and financial resources.
From mortgage payments and education expenses to retirement savings, investments, and business obligations, each decision can affect another.
The challenge isn't simply managing more money. It's understanding how your financial decisions work together.
At Bird Financial Group, we help you see the complete picture so you can make more coordinated financial decisions.
COMPREHENSIVE FINANCIAL GUIDANCE
The Financial Decisions We Help You Navigate
For your family, your business, and your future.
01.
Household Financial Planning
Coordinate household income, expenses, savings, debt, and competing financial priorities.
03.
Business & Personal Financial Coordination
Connect business income, ownership interests, and obligations with your household financial strategy.
05.
Insurance & Risk Management
Evaluate insurance needs and financial risks affecting your family or business.
02.
Investment & Wealth Management
Align investments with your family's objectives, liquidity needs, and long-term goals.
04.
Tax Planning & Coordination
Explore tax-aware strategies for investments, retirement, and business income with your tax professionals.
06.
Estate, Succession & Legacy Planning
Coordinate estate, succession, and wealth transfer priorities with your legal and tax professionals.
OUR APPROACH
One Financial Life. A Coordinated Strategy.
Your household, business, investments, and long-term goals are interconnected. We help you understand those relationships and develop a coordinated strategy around your priorities.
Our approach emphasizes:
Financial Organization & Clarity
Bring together accounts, income, obligations, and priorities.
Investment & Wealth Strategy
Align investments and savings with your objectives.
Retirement & Financial Independence
Prepare for future income needs and life transitions.
Risk Management & Protection
Evaluate financial exposures and insurance needs.
Tax & Estate Coordination
Connect financial decisions with your tax and legal advisors.
Ongoing Financial Guidance
Adapt your strategy as your family and business evolve.
WHO WE SERVE
Financial Planning for the People and Responsibilities That Matter Most.
Growing & Established Families
Households balancing careers, children, education, homeownership, and long-term financial goals.
Multigenerational Families
Families navigating aging-parent responsibilities, intergenerational support, and wealth transfer.
Business Owners & Entrepreneurs
Individuals coordinating business ownership, personal wealth, financial obligations, and retirement.
Families in Transition
Households preparing for retirement, business sales, inheritance, or other major financial changes.
FOR BUSINESS OWNERS
Your Business Is an Asset. Your Financial Life Is Bigger Than Your Business.
Building a business requires commitment, capital, and the ability to navigate uncertainty. Over time, your business may become one of your most valuable assets—and a significant source of financial complexity.
We help business owners connect their personal finances with their business interests, bringing greater clarity to the decisions that affect both.
Areas of focus
Business & Personal Cash Flow
Liquidity & Concentration Risk
Tax Planning Coordination
Retirement & Investment Planning
Insurance & Financial Protection
Business Succession & Exit Planning
We coordinate with your tax, legal, and other professional advisors to help connect your business and personal financial strategies.
PROTECTING WHAT MATTERS
Protecting What You've Built
Wealth Is About More Than Accumulation.
As your family's resources grow, so do the responsibilities that come with them. Protecting your assets, preparing for unexpected events, and planning for future generations become increasingly important.
A comprehensive financial strategy considers your insurance needs, financial obligations, estate planning priorities, and the people who depend on you.
Through our Capital Planning™ philosophy, we connect these considerations to the broader goals shaping your life.
Our goal is to help you protect what matters today while planning thoughtfully for tomorrow.
THE BIRD FINANCIAL GROUP DIFFERENCE
Experience That Brings Perspective
Institutional Investment Discipline. Personal Financial Guidance.
Led by Donald J. Bird, MBA, CFP®, Bird Financial Group brings 23 years of financial services experience to families and business owners navigating complex financial decisions.
We combine institutional investment experience with comprehensive financial planning and ongoing strategic guidance, developing recommendations around your objectives, responsibilities, and priorities.
Because financial advice should be about more than the assets you own. It should be about what those assets are meant to support.
THE BIRD FINANCIAL GROUP DIFFERENCE
Your Family. Your Business. Your Future.
Let's Bring Your Financial Life Into Focus.
Whether you're managing a growing household, building a business, or planning for retirement, your financial decisions deserve a coordinated strategy.
Coffee & Clarity™ is a complimentary, 30-minute conversation to discuss your priorities and explore how Bird Financial Group may be able to help.