B&C Financial Advisors has announced the addition of two new shareholders, Thomas Ellis, Executive Vice President, and Sean Guldi, Chief Investment Officer, effective 2018. Ellis has been with B&C Financial Advisors since 2009 and has spent over 20 years in the financial industry. He previously served as vice president at Bank of America in the …

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by Adam Oerther, CFP® One employee benefit companies often use to attract and retain talent in the workforce is access to a retirement plan, such as a 401(k), 403(b), or SIMPLE IRA plan. These types of plans allow you to make pre-tax contributions, which not only lower your taxable income for the year but also …

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by Adam Oerther, CFP® While the definition of “rich” is different for everyone, just about all lifestyles require money. Being able to sustain these lifestyles without having a recurring income (i.e. a salary), particularly during your retirement years, requires an accumulation of resources from which you can fund the activities you need and want to …

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B&C President Jan Butensky and his wife Barbara attended the 25th Annual River Garden Gala held at the Sawgrass Mariott Golf Resort & Spa on November 18th. This “Shimmer & Stars” Silver Anniversary Gala aimed to raise awareness about River Garden Senior Services, its reputation as an outstanding elder care agency, and the special place …

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by Jacque Bos, CCO On October 24th, Chief Compliance Office Jacque Bos and Investment Manager Adam Oerther attended an event for the Boys & Girls Clubs of Northeast Florida. At the event the guest speaker L.T. General William G. “Jerry” Boykin, the former commander of Delta Force and the Green Berets and the Executive VP …

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