Birchwood's Financial and Investment Blog

RACHEL INFANTE, CFP®

RACHEL INFANTE, CFP®
Fueled by a desire to help people, Rachel Infante discovered financial planning to be a perfect fit with her passions. She credits her past experiences, some challenging, for her ability to connect and build relationships with clients. Rachel’s greatest joy is coaching people through times of transition and change, and helping people work through their choices to make decisions that match their goals.

Recent Posts

Estate Planning Strategies to Take Care of Your Spouse

Estate Planning Strategies to Take Care of Your Spouse

By RACHEL INFANTE, CFP®

There are many things we plan for as couples—like where we want to live, how many children we want to have, and when we want to retire. More often than not, we don’t plan appropriately for the inevitable. Death unfortunately is not an option. Wouldn’t it be better to know that your loved ones...

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