Our services
We provide retirement planning services in the Jacksonville Ponte Vedra Beach and Nocatee areas by incorporating our unique investment management style into our clients’ comprehensive financial plans.
Investment Management
At B&C Financial Advisors, our primary goal when managing your assets is to preserve your hard-earned capital. Our second goal is to grow and manage your portfolio using a risk profile (“asset allocation”) that is personalized to fit your unique circumstances and help you reach your financial goals, especially in terms of retirement planning in Florida. As fee-only financial advisors, we do not earn commissions by selling you “fancy” financial products. We build you your own “mutual fund,” professionally managed for your specific needs using individually-owned assets.
Comprehensive Financial Planning
As a valued B&C Financial Advisors client, we understand your personal financial situation is unique and should be treated as such, especially when it comes to retirement planning in Florida. Here you will receive objective financial advice from our team of CERTIFIED FINANCIAL PLANNERTM, Accredited Wealth Management AdvisorSM, and Accredited Asset Management SpecialistSM, who will work with you to establish your financial needs and goals, as well as a comprehensive plan to help you get there. Below are the steps we take with you to develop your personalized plan:
Types of Managed Accounts
| Investment Goal | % IN EQUITIES | % IN FIXED INCOME |
| Growth | 65% OR MORE | 35% OR LESS |
| Balanced | 40% – 65% | 60% – 35% |
| Conservative | 40% OR LESS | 60% OR MORE |
| Fixed/Income | 0% | 100% |
FEE STRUCTURE
| MARKET VALUE OF ASSETS |
| UP TO $500,000 | 1.50% |
| $500,001 – $1,000,000 | 1.25% |
| $1,000,001 – $5,000,000 | 1.00% |
| $5,000,001 AND ABOVE | 0.75% |