BCJ Financial | Video Library
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Video Library

Distribution Strategy in Retirement

Distribution Strategy in Retirement

Annuities and Retirement Income Strategies

EXIT / SUCCESSION

EXIT / SUCCESSION

Kevin Bauer discusses exit/succession planning and retirement for the business owner.

FINANCIAL PLANNING

FINANCIAL PLANNING

Advisor Steve Captain discusses how BCJ approaches custom financial planning.

INVESTMENT COMMITTEE

INVESTMENT COMMITTEE

BCJ Advisors talk about the BCJ investment committee and our investment philosophy.

SOCIAL SECURITY

SOCIAL SECURITY

Advisor Lahn Simmons answers questions about Social Security

WHAT WE DO

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.

LIFE PROTECTION

LIFE PROTECTION

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.

RETIREMENT

RETIREMENT

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.

FINANCIAL BLUEPRINT

FINANCIAL BLUEPRINT

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..

LOOKING FORWARD

LOOKING FORWARD

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?

EXECUTIVES

EXECUTIVES

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.

BUSINESS OWNERS

BUSINESS OWNERS

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.

PROFESSIONAL WOMEN

PROFESSIONAL WOMEN

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..

PHYSICIANS

PHYSICIANS

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

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

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.

FINANCIAL PLANNING

FINANCIAL PLANNING

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

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

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

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.

GOAL PLANNING

GOAL PLANNING

How ever you see your tomorrow, the best time to plan for it is today.

Get in Touch

Life is a journey. Let's plan for it.