The choices you make today will have a tremendous impact on where you'll be tomorrow.

FINANCIAL PLANNING & INVESTMENT SERVICES

  • 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