As much as we’d all love to live in a world where bad things never happen, the unfortunate reality is nearly everything in life involves some kind of risk. Whether we are driving to work, playing sports, or having children, we are taking risks every day. Many of these risks are so low we may …Continue reading...
B&C Financial Advisors
At B&C Financial Advisors, we understand your personal financial life can get complicated. We also understand your personal financial life is exactly that—personal. That is why we believe in comprehensive financial planning and investment management that is personalized to fit your unique financial goals. We have several Certified Financial PlannersTM and an Accredited Wealth Management AdvisorSM on staff to help you organize and simplify your financial life, and our unique and innovative investment management style is designed to preserve and grow your portfolio safely over time. As a fee-only financial advisory firm, we do not earn commissions by selling you “fancy” or unnecessarily complicated financial products—our simple fee structure is the only way we get paid.
Call us today to invest in a good night’s sleep. You deserve it.
Our clients are individuals and families who want an honest, reliable financial advisor to help them simplify their financial lives, navigate many of life’s financial decisions, and safely grow and manage their investment portfolios. Whether you are beginning to save for retirement early on in your career, busy managing an established career, or have your sights set on retirement, we can help you reach your unique personal financial goals.
Your wealth is growing, and you are busy managing a stressful, yet rewarding, career. You have savings and some investments—perhaps a large concentration of employer stock— but not a comprehensive plan.
With paychecks no longer being deposited into your account(s), you live on a relatively fixed income (Social Security, pensions, etc.), covering any additional expenses by withdrawing from your investment accounts.
As a business owner, we know your time is valuable and that your business has a large impact on your personal finances. Together, we create a comprehensive plan to address your personal financial needs and those of your business.
We work with individuals and families in all stages of life. Using a combination of comprehensive financial planning and our unique investment management philosophy, we work with you safely grow and manage your net worth.
Locally Owned & Operated
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Since the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019, a whole slew of changes surrounding retirement accounts has come into existence (we summarized some of those changes here). One such change is the elimination of the “stretch IRA,” or the ability of the beneficiary of …Continue reading...
When the COVID pandemic began just over one year ago, the Federal Reserve lowered rates from 1.75% to near 0%, causing yields on fixed income instruments across the spectrum to drop to historic lows. This helped cushion the blow from the pandemic, but it also created a conundrum for investors to consider – should I …Continue reading...
Everyone’s financial situation is unique and should be treated as such. Even though we do our best to ensure our content is accurate and informative, we strongly suggest our readers consult a financial advisor or other professional before applying any strategy or tip to their own situation. We at B&C Financial Advisors would be honored for it to be us. Please contact our office and let us know how we can help you with your financial life.