The Ultimate Chess Game:
There are a lot of pieces – all with specific rules. And those rules can change with a stroke of a pen in Congress.
Social Security – claiming strategies have changed!
Pension benefit options –what is your best option?
Qualified Plans: IRAs/401Ks/403(b)s/TSP Have you factored in your partner?
Taxes – How can you avoid the largest wealth thief of all?
Inflation – Are you factoring in the stealthy decline of purchasing power?
We are Fiduciaries
What exactly does this mean to you? Simply put, as Investment Advisor Representatives, we act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and all associated fees. Additionally, the recently enacted Department of Labor (DOL) Fiduciary Rule imposes a fiduciary duty upon advice given to any retirement account, including qualified insurance annuity products. Please refer to the BCM firm brochure (Form ADV 2A) for additional information regarding the fiduciary standard.
Stay In Touch