C. Joyce Birk

The investment climate has never been more exciting or more challenging than it is today.  To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.  By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or e-mail. I can help you make sense of today's investment climate.

I can provide:

1. Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
2. Cash flow analysis - for everyday budgeting
3. College planning - long-term planning to ensure you're ready when your children are
4. Retirement planning - to design an investment strategy to help you meet all of your retirement goals.

• MBA from SMU in 1980
• Texas CPA since 1981, currently retired
• CFO in industry, from 1980-1999
• Texas CFP since 1999
• Financial Planner since 1999
• Registered in Texas, California, Pennsylvania, New York, Oregon, Florida & Arkansas