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Welcome to Silver Birch Capital Advisors

Our disciplined solutions-based investing process is crafted to each individual client and their ever changing needs.Our mission is to provide our clients a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. We're here to help educate you about the basic concepts of financial management; to help you learn more about what is most important to you and helping in achieving those goals.

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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Newsletters

Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, itâ€™s likely youâ€™ll be prompted to set them up to help secure your accounts.

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Whats in Your 401k?

Contributing to your 401k can be a big step toward a more comfortable retirement, but its important to understand exactly what you are getting for your money.

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Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

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