Many companies as part of their retirement plan options allow for employees to buy company stock, whether through their 401(k) plan, and Employee Stock Options Plan (ESOP), stock options, Employee Stock Purchase Plan (ESPP), or through restricted stock units (RSUs). While this can be an attractive way to “invest in what you know” there are […]

B&C Financial Advisors is committed to assisting our clients in all aspects of their financial lives. One important aspect of this planning is estate planning. We find many people are not proactive about this aspect of financial planning due to the desire for avoidance of our own mortality. It is imperative to have a proper […]

B&C Financial Advisors is proud to be a sponsor of the 24th Annual River Garden Gala. As a Circle of Friends level sponsor, B&C hosted guests at a table where they enjoyed delicious food and a night of “Pure Imagination.” The night included entertainment from Anita & the Party Life Band and an amazing silent […]

Please join us in welcoming Stephanie Lyman-Robinson to the B&C Financial Advisors team! Originally from New Jersey, Stephanie moved to Jacksonville over 25 years ago. Before Stephanie came to B&C, she worked in financial services for three years and held her 2-14 Life Insurance license. Stephanie is currently pursuing her BS in Health Administration at […]

On Monday, November 7th, B&C sponsored the Riverwood Men’s Club Charity Golf Tournament benefiting Dreams Come True, a local nonprofit organization that grants once-in-a-lifetime experiences for children battling life-threatening illnesses. To date, Dreams Come True has fulfilled the wishes of over 3,000 children in Northeast Florida and Southeast Georgia. Wealth Advisor Thomas Ellis enjoyed playing […]