Retirement Planning | Bjork Asset Management

Your Financial Journey Reimagined

Welcome to Bjork Asset Management

At Bjork Asset Management, we focus on providing investment advice and guidance to private investors and organizations sponsoring workplace retirement savings plans. We are here to be your partner and guide you towards effectively saving for retirement. Our goal is to make the complex simple and work hard to earn your trust.

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Who We Serve

We serve both individual investors and institutions who sponsor workplace retirement savings plans and are looking for an advisor to guide their financial journey. The common thread: retirement. We have over 20 years of industry experience and help our clients navigate their paths and enjoy the next stages of their lives.

WHAT'S YOUR RISK NUMBER?

Invest fearlessly with customized portfolio analysis and personalized Risk Number. This will help you better understand your investments by analyzing your portfolio and determining how it aligns with your Risk Number.

Whats your Risk Number

Let’s meet to discuss how we can be your partner on your financial journey.

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Investment

Create an investment strategy that's right for you.

Retirement

Steps to consider, to pursue the retirement you want.

Estate

Manage your affairs during your lifetime and beyond.

Family

We look forward to helping you and your loved ones explore their financial goals.

We're here for you!

For over 20 years we’ve been helping American workers plan and invest for retirement.

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Investor Education

Curated articles, videos, and more for a financially savvier you.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

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Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

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Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

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More information you can use

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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Guiding Words

"An investment in knowledge pays the best interest."

- Benjamin Franklin

"The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go."

- Benjamin Graham

"The stock market is a device to transfer money from the impatient to the patient."

- Warren Buffett

"Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it."

- Albert Einstein

"The ability to focus attention on important things is a defining characteristic of intelligence."

- Robert J. Shiller

Sean C. Bjork

President

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Contact Us Today

If you believe you could benefit from working with a financial professional, let’s review your goals to see if you’re a good match for our practice.