At B&C Financial Advisors, we understand your personal financial life can get complicated. We also understand your personal financial life is exactly that—personal. That is why we believe in comprehensive financial planning and investment management that is personalized to fit your unique financial goals. We have several Certified Financial PlannersTM and an Accredited Wealth Management AdvisorSM on staff to help you organize and simplify your financial life, and our unique and innovative investment management style is designed to preserve and grow your portfolio safely over time. As a fee-only financial advisory firm, we do not earn commissions by selling you “fancy” or unnecessarily complicated financial products—our simple fee structure is the only way we get paid.
Call us today to invest in a good night’s sleep. You deserve it.
Our clients are individuals and families who want an honest, reliable financial advisor to help them simplify their financial lives, navigate many of life’s financial decisions, and safely grow and manage their investment portfolios. Whether you are beginning to save for retirement early on in your career, busy managing an established career, or have your sights set on retirement, we can help you reach your unique personal financial goals.
Your wealth is growing, and you are busy managing a stressful, yet rewarding, career. You have savings and some investments—perhaps a large concentration of employer stock— but not a comprehensive plan.
With paychecks no longer being deposited into your account(s), you live on a relatively fixed income (Social Security, pensions, etc.), covering any additional expenses by withdrawing from your investment accounts.
As a business owner, we know your time is valuable and that your business has a large impact on your personal finances. Together, we create a comprehensive plan to address your personal financial needs and those of your business.
We work with individuals and families in all stages of life. Using a combination of comprehensive financial planning and our unique investment management philosophy, we work with you safely grow and manage your net worth.
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Most folks have seen the news about the FDIC’s takeover of Silicon Valley Bank. We felt it prudent, in light of this situation, to discuss how B&C allocates client cash and some additional considerations for personal or business cash holdings. First, we review and recommend that anyone holding a large cash position carefully adhere to …
Continue reading “How B&C Handles Cash in Client Accounts”
Continue reading...We get this question often, especially in down markets like we are experiencing now. “What do I do when the market is correcting?” “What do I do if we are in a bear market?” “If there is a recession, what does that mean for me and my planning and investments?” We strive to construct an …
Continue reading “What Should I Do in a Bear Market?”
Continue reading...B&C prides itself on being a preservation of capital money manager and managing money in a way that allows our clients to sleep at night. When the world seems too chaotic and unsettling, most people want to know that they—and their portfolios—are in good hands. We accomplish this goal by building a diversified portfolio tailored …
Continue reading “Investing in a Good Night’s Sleep”
Continue reading...Everyone’s financial situation is unique and should be treated as such. Even though we do our best to ensure our content is accurate and informative, we strongly suggest our readers consult a financial advisor or other professional before applying any strategy or tip to their own situation. We at B&C Financial Advisors would be honored for it to be us. Please contact our office and let us know how we can help you with your financial life.