We are B&C Financial AdvisorsAnd We Do Things Differently.
This website is designed to serve, educate and provide you with information and resources to help you make the best financial decisions for your future. What you won’t find are long lists of various financial instruments with complex commissions. Here you will acquire a thorough understanding of our innovative and unique investment style. You’ll meet the B&C Financial Advisors team who will give you an overview of our services and fees. But perhaps best of all, you’ll gain knowledge that will deliver peace of mind by helping you make better decisions to secure your financial future and invest in a good night’s sleep.
Pershing LLC (a wholly owned subsidiary of Bank of New York Mellon Corporation) is our-third party custodian who will hold your assets in a fully insured brokerage account.
InvestIn a Good Night's Sleep
Previous Employer Retirement Plans [401(k), 403(b), Etc.] – What Do You Do With Them?
by Adam Oerther, CFP® One employee benefit companies often use to attract and retain talent in the workforce is access to a retirement plan, such as a 401(k), 403(b), or SIMPLE IRA plan. These types of plans allow you t…
by Adam Oerther, CFP® While the definition of “rich” is different for everyone, just about all lifestyles require money. Being able to sustain these lifestyles without having a recurring income (i.e. a salary), part…