We at BCS Wealth Management appreciate the relationship between making wise financial decisions and fulfilling dreams. To that end, we provide comprehensive financial planning, investment management, group benefits, and risk management. Our strategic partnerships with Blackburn, Childers & Steagall, CPAs and First Covenant Trust & Advisors allow our holistic approach to include expertise in tax planning and estate planning. On the investing and portfolio management front, our team of financial advisors take a long-term approach in managing asset allocation and having prudent diversification.
Our resources allow us to approach your situation holistically to meet your needs, whether it be a personal financial plan with implementation, retirement planning assistance, an annual checkup, an insurance review or other objective. We have the capacity to offer fee-based, transactional and hourly management services.
We are confident that we have all the resources necessary to achieve your objective and/or to put a financial plan into place. Combine with out strategic partnership with Blackburn, Childers & Steagall, CPAs; Charles Schwab; and Purshe Kaplan Sterling Investments, BCS Wealth Management has the access, tools and professional oversight to help clients through all walks of life.