Financial and Retirement
Planning

Our advisors will evaluate your current and future financial state by using currently known variables to predict your financial needs. In order to develop an adequate financial plan, our BCWM advisors will use your current net worth, tax liabilities, asset allocation and future retirement plans to determine if your goals are achievable. If not, how to make the necessary changes or steps to ensure they are.
Investments
Equities
Fixed Income- Municipal and Corporate Bonds
Mutual Funds
Exchange Trade Funds (ETFs)
Options
Public offerings
Alternatives
Managed Accounts
Separate Managed accounts
Education Planning Services
529 College Savings Plan
Retirement planning
IRA- Traditional, Roth, Rollover
SEP IRA
401 K
403 B 401 K Plans
401 K Plans
Estate Planning
Charitable Trusts
Family Foundations
Trust accounts