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 

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                              Estate Planning

                              Charitable Trusts

                              Family Foundations

                              Trust accounts

 

                              

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