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Estate Planning

Estate Planning

Talking to Your Heirs About Your Estate Plan

They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do…

Estate Planning

An Estate Plan or a Wealth Transfer Strategy?

Basic estate planning documents may not communicate your intentions. There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary estate planning can still leave something to be desired. While…

Estate Planning Videos

A Primer for Estate Planning

Things to check and double-check.     Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, people without their financial affairs in good order risk leaving…

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About BCJ

About BCJ

We endeavor to provide clients with the knowledge and support necessary to have complete confidence in their financial journey. To accomplish this mission, we strive to build relationships through a culture of integrity, independence, and trust. These values not only allow us to focus on each client’s unique situation, but they allow us the freedom to offer solutions that are transparent, custom, and boundless – empowering our clients to make confident choices for their future. Check the background of our investment professionals on FINRA's BrokerCheck.