Distribution Strategy in Retirement
EXIT / SUCCESSION
Kevin Bauer discusses exit/succession planning and retirement for the business owner.
Advisor Steve Captain discusses how BCJ approaches custom financial planning.
BCJ Advisors talk about the BCJ investment committee and our investment philosophy.
WHAT WE DO
We don’t fit our clients in a box. We build that box around them, their needs and their goals. We are large enough to meet all your needs, while small enough to always know who you are.
We provide support for financial growth.
Does your plan include a legacy that will last beyond your years, protecting your loved ones and their future?
Work with us to find a plan that will give you the protection you and your family need.
Today, all across America 10,000 baby boomers will turn 65 years old. Have you determined your retirement income needs?
Work with us to find a tax efficient retirement strategy that will grow with you.
Every wealth management plan needs a blue print to help you get where you want to be. We follow a custom blueprint designed around you and your goals.
Work with us to find a strategy built around you..
Over time we face the internal conflict between the things we want and the things we need. And determining if these choices are the right ones can be difficult. If you could see the outcome, would it affect your financial decisions?
When was the last time you felt in charge of your money? Take charge by having all the information you want in one place.
Discover how easy it is to organize your financial world. We can help build a plan that will work for you.
While you are watching out for your business, your employees and your customers, who is watching out for you?
We can help you build a wealth management plan that will allow you to do what you do best, grow your business.
Life asks you to multi-task. See the ways we can offer you more control over your money.
Take control of your financial world and enjoy more time doing the things you want to do..
Our wealth management system makes attending to your financial health easy.
We offer an easy to use system that will keep your financial world organized, helping you focus your time on the things that matter most to you.
THE DRESS REHEARSAL
There is one event we don’t prepare for, our last one. What will happen to our families if we are suddenly not there to provide for them? We help you with all of the important questions that need to be answered.
THE POWER OF A TRUST
We give you powerful way to keep track of your wealth during your playing career and beyond.
Building a strong financial plan is critical to maintaining your wealth in the future. We can help show you the way.
Creating a solid financial plan can help you determine where you are and where you want to be.
Working with a BCJ advisor, you will develop a roadmap to your financial success.
WHATS YOUR NUMBER
Keep your financial life up to date.
Our technology platform gives you a state-of-the-art financial organizational system, providing you with a consolidated view of your financial world, anywhere and anytime.
LIFE IN A BOX
Remember when life was simple? Now that you have a career, business, family, or home, how do you organize everything? We can show you how.
See how easily the Wealth Management System can organize your financial world.
SAVING OR SPENDING
Learn how to determine what you need and what you want. Track your spending and create a plan to save for your future.
We can help you take control of your spending, by helping you monitor where your money is going.