
The choices you make today will have a tremendous impact on where you'll be tomorrow.
FINANCIAL PLANNING & INVESTMENT SERVICES
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BBCH offers extensive personal financial planning and investment advisory experience, two Series 65 Registered Investment Advisor representatives on staff and an affiliate company that handles investments and money management. We can help you with everything from reducing your income taxes and evaluating your investment portfolio to suggesting tax-wise college funding ideas and reviewing your death and disability coverage.
Our investment and money management services include:
College tuition planning
Complete financial planning for individuals
Complete investment portfolio management
Estate planning
General investment advice
Implementation of financial planning strategies
Retirement planning
Risk management
Tax planning