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At Roarking Forks Financial Services firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management analysis*

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s a good approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

*These services are offered by Debbie Birch through her affiliation with Cambridge Investment Research.


Debbie Birch

Financial Advisor

(970) 618-5508

(970) 930-6130

Debbie Birch, founder and president of Roaring Fork Financial Services, has been a Certified Financial Planner (R) since 2006. After spending over 20 years in the tax preparation industry, Debbie saw the need to add investment planning...

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