Birdwell Financial

Birdwell Financial

245 W. Scenic Drive Monrovia, CA 91016
Office Phone : (626) 359-6235
Email : educorey@gmail.com
Website : http://planmember.com/cbirdwell

Hours of Operation
Monday to Friday
8:00AM to 5:00PM
Saturday : Appointment Only

Payments Accepted
All

Life Insurance, Life Insurance Agency, Financial Consultant, Retirement Plans, Long Term Care, 401 K Plans, RIA Plans

One of the biggest challenges we face in life is to plan for retirement and grow our net worth.
A good first step is to make saving and investing a top priority. It is also important to have a knowledgeable advisor and access to quality solutions designed to help you achieve your investment and retirement goals. That’s where I can help.
I specialize in helping individuals at every stage of life plan and invest for their future. My clients include educators, employees of nonprofit and for-profit organizations, and come from all walks of life. Many are still working while some are nearing or enjoying retirement now.
As an independent advisor with PlanMember, I can help put a plan in place for your future. You can choose from a broad spectrum of Investment Options, including professionally managed mutual fund accounts and insurance programs. You will also enjoy the Benefits of Membership through the PlanMember Services Program, a comprehensive retirement planning system designed to help take the mystery out of saving for retirement. And, you can choose the level of service that is right for your personal investment style.
Contact me today so we can create a custom savings and investment plan that will help you reach your wealth accumulation and retirement goals.
California Insurance License #0C06679
Withdrawals may be subject to IRS penalties prior to age 59½ and/or surrender charges. Please read contract for restrictions.

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Your PlanMember advisor is available to help you get on track to your financial goals.

JOIN PLANMEMBER NOW BY CONTACTING YOUR ADVISOR,
OR CALL THE PLANMEMBER SERVICE CENTER AT (800) 874-6910.

Members enjoy retirement planning that is easy and effective, and our benefits of membership include a proven approach to retirement planning. Together these include:

Simple 4-Step Planning Process • PlanMember helps take the guesswork out of planning for retirement for members with four easy steps: 1) personal plan and savings analysis, 2) professional investment advice, 3) annual retirement plan review and 4) ongoing education and support.

Broad Investment Choice • PlanMember’s investment and annuity programs have something for every investor. With options ranging from professionally managed mutual fund portfolios to guaranteed fixed annuities, the PlanMember Services Program enables members to create a diversified investment portfolio to pursue virtually any investment objective.

Lifestage Planning • PlanMember helps members stay on track with planning services for every stage of their life and work journey. Whether just starting out, mid-career or nearing or living in retirement, PlanMember is there with solutions and services.

Easy Consolidation • Members can easily consolidate their retirement investments into a single account, with one account application, easy online account access and a consolidated quarterly statement.

Online Account Access • Members have access to their account information at PlanMember Online, along with planning tools and investment education and resources. Log in now by clicking the Member Login button.

Customer Service Center • PlanMember’s courteous, helpful and securities-licensed service representatives are just a phone call away, ready to assist with account questions, investment options and other member needs. Available toll-free at (800) 874-6910 from 6:00 a.m. to 5:00 p.m. (PST) Monday through Friday.

Regular Communication • Members stay informed about their accounts and the financial markets, both at PlanMember Online and through regular communication that includes the PlanMember Membership News, regular performance reports, financial market updates and asset allocation bulletins.

Withdrawals from annuities, including partial withdrawals and surrenders, may be taxable. If you take a taxable withdrawal before age 59 ½, you may have to pay a 10% penalty to the IRS on the amount of gain in your contract, in addition to your normal income taxes.

The tax-deferral benefit offered by annuities provides no additional tax benefit if they are held in tax-qualified accounts such as IRA, 403(b) or 401(k). Special rules governing annuities issued in connection with a tax-qualified retirement plan restrict the amount that can be contributed to the contract during any year.

Before investing in any mutual fund carefully read the prospectus(es) which contain information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered before investing. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price.

Asset allocation or the use of an investment advisor does not ensure a profit or guarantee against loss.