As a business owner or executive, you know it is hard to meet business challenges alone. In addition to the day-to-day operation of the business, you have other issues to worry about. Those concerns range from meeting and exceeding customer demands, to managing your personal financial plan.


When you form a relationship with BCJ, we help you be able to focus more of your efforts on what you do best – growing and building your business. It’s a process that keeps you in control while providing a proactive approach to addressing business challenges. From start-up, through growth and into your exit and transition, we will be there to help you every step of the way.


  • Employee Benefits

    A retirement plan is among the most valuable employee benefits available.

  • Retirement Planning

    Learning where to begin your path to financial security begins with understanding your goals, your timeline, and your investment style.

  • Insurance Strategies

    The right use of a well-designed insurance strategy can help create and protect wealth for both family and business needs.

  • Executive Planning

    With an estate and legacy plan you are organizing your financial picture for your family’s future.

  • Wealth Management System

    Our system relives you of a tremendous organizational burden, allowing you to focus your energy on what matters most in your life.

  • Video Library

    Our video library will give you more information about developing a financial plan and help you to visualize the important pieces of your financial world.

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