Dana Brewer, CFP®

Dana Brewer, CFP®

Dana works directly with clients on financial planning and is a managing partner in the firm. She contributes to strategic planning for business and employee development, sits on the investment committee and helps create and implement processes that streamline Birchwood’s business operations. She also maintains close partnerships with many estate attorneys and accountants who serve our clients.

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Recent Posts

3 Steps to Create a Win-Win Charitable Giving Strategy

Dana Brewer, CFP®
Nov 25, 2020 11:00:00 AM

We're often asked to help our clients think through a strategy that fulfills their desire to fund causes they believe in and their desire to save on...

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5 Retirement Planning Questions with Retirement Coach Ruth Tongen

Dana Brewer, CFP®
Sep 2, 2020 11:38:15 AM

Transitioning into retirement is a major life event. While some romanticize retirement and even see it as an achievement in personal status, it can...

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How Will the SECURE Act Change Your Estate Planning Opportunities?

Dana Brewer, CFP®
Aug 18, 2020 11:00:00 AM

In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act with the goal of encouraging taxpayers to...

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Proactive Financial Planning is About Choices

Dana Brewer, CFP®
Jun 9, 2020 12:00:00 PM

Having money can give you choices. Money doesn’t promise you happiness nor does it shield you from loneliness, but the choice of how you live with...

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Estate Planning During Life Disruptions Like COVID-19

Dana Brewer, CFP®
Jun 3, 2020 12:30:00 PM

Calling the coronavirus pandemic a disruption may seem like an understatement. However, when unexpected events create disruptions that force us to...

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Creating a Thoughtful Retirement Plan: More Than Financial Wellness

Dana Brewer, CFP®
Apr 8, 2020 11:15:00 AM

Today the experiences of those who are currently exploring retirement differ in important ways from previous generations. For example, both partners...

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Avoid Marriage Problems After Retirement With These Planning Tips

Dana Brewer, CFP®
Jan 23, 2020 6:45:00 AM

Think about it – What is your vision and plan? Take a moment to think about your perfect day in retirement. Are you doing something you love or...

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Lease vs. buy: Which one is right for me?

Dana Brewer, CFP®
Oct 2, 2019 12:15:00 PM

From a financial standpoint, paying cash is still the cheapest way to buy a car. However, many people are reluctant to use large sums of cash to...

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Ten Ideas to Encourage Children or Grandchildren to Become Eco-Conscious and Charitably-Minded.

Dana Brewer, CFP®
Sep 25, 2019 4:59:36 PM

Teaching young children or grandchildren about charitable giving and the environment may instill values they will take through the rest of their...

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Investing 101: What is the Stock Market and How Does it Work?

Dana Brewer, CFP®
Jun 26, 2019 10:59:22 AM

When the media refers to “the Market” just what does that mean and why does it matter? For most of us with memories of stock market turmoil as well...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

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