By Ian Aguilar, CFP® The American Opportunity Tax Credit, or AOTC, allows for people to receive a maximum annual credit on their taxes of $2,500 per eligible student. This means the government is willing to grant ten thousand dollars (over four years) of tax credits to every qualifying student. If you have three kids, this …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
$ 280 Million
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By Adam Oerther, CFP® As most of you know, the stock market was quite volatile in 2018, particularly in the last quarter. For some of you, this volatility may have invoked feelings of worry or nervousness over the future of the market; others may have felt indifferent about it, as the stock market is known …Continue reading...
As hard as it is to believe, 2018 is coming to a close. The B&C Financial Advisors team and significant others celebrated another successful year with a holiday dinner at Eleven South Bistro. Afterwards, we tested our problem-solving abilities as a group as we attempted to “escape the rooms” at Mind Benders Escape Rooms. We …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.