Our Services

BCR Financial Services, LLC

BCR Financial Service believes that a comprehensive financial analysis is the foundation to building wealth. By conducting a thorough financial evaluation, BCR' s advisors work with clients to establish goals and objectives. The resulting financial analysis allows the advisor to formulate strategies to assist clients in reaching their goals. While a financial analysis cannot guarantee success, we do believe that a financial plan significantly increases the probability of clients attaining their financial goals.

As a result, BCR Financial Advisors develop an overall coordinated investment strategy that incorporates an individuals risk tolerance, time, tax bracket and income needs. Our investment management processes utilize Asset Allocation Models to ensure clients are well diversified.

Our comprehensive financial analysis includes, but is not limited to, the following key areas:

  1. Financial Position: Review of cash flow, assets and liabilities
  2. Protection Planning: Review of life insurance needs and current coverage (individual and group benefits), disability, long term care, home health and auto coverage.
  3. Investment Planning: Review of overall investment strategy for short, mid and long term goals and application of Model Portfolio Theory.
  4. Tax Planning: Review of current tax situation and strategies for the reduction of federal income taxes. Our expertise includes evaluation of stock options and tax implications for various exercise strategies.
  5. Retirement Planning: Review of current retirement plans and features including evaluation of current contributions and holdings. We specialize in retirement plan rollovers.
  6. Estate Planning: Review of current estate plan and strategies designed to minimize the impact of death taxes.
  7. Business Planning: Review issues facing small business owners, i.e. employee benefits, retirement plans, selection of appropriate entity, buy/sell agreements, etc. We consult with corporate attorneys that may assist with business needs.