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.

  • Preservation of Capital with Growth
  • Personalized Risk Profile
  • Individually-Owned Assets (Your Own “Mutual Fund”)
  • Long-Term Conservative View
  • Regular Portfolio Reviews

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 PlannersTM and an Accredited Wealth Management AdvisorSM, 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:

  • Organize Financial Life
  • Identify Goals & Areas of Improvement
  • Develop a Customized Plan
  • Implement Plan
  • Monitor/Review Plan Over Time

Types of Managed Accounts

Investment Goal% IN EQUITIES% IN FIXED INCOME
Growth65% OR MORE35% OR LESS
Balanced40% – 65%60% – 35%
Conservative40% OR LESS60% OR MORE
Fixed/Income0%100%

FEE STRUCTURE

MARKET VALUE OF ASSETS
UP TO $500,0001.50%
$500,001 – $1,000,0001.25%
$1,000,001 – $5,000,0001.00%
$5,000,001 AND ABOVE0.75%