BCI Wealth & Asset Management

BCI Wealth & Asset Management Today’s economic environment presents many challenges. Our first priority is your overall financial success.

But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-t

erm relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
12/28/2022

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
12/27/2022

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
12/22/2022

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

Should your home be placed inside a living trust? A Yahoo! News post examines that option:  https://h.ptsm.us/3dNHS2
10/18/2016

Should your home be placed inside a living trust? A Yahoo! News post examines that option: https://h.ptsm.us/3dNHS2

Life is short—and one way to make things a little easier for your loved ones is to put your home and other assets into a living trust. The post Why Should I Put My Home in a Living Trust? appeared first on Real Estate News and Advice - realtor.com.

The Fed refrains from a September rate hike, but its dot-plot hints at one soon. Details at MarketWatch:  https://h.ptsm...
09/27/2016

The Fed refrains from a September rate hike, but its dot-plot hints at one soon. Details at MarketWatch: https://h.ptsm.us/NU5pK

The Federal Reserve held interest rates steady on Wednesday but signaled it is prepared to hike by the end of the year.

09/08/2016
Did you know that your credit score can affect how much you pay for insurance? Read this article @ TheStreet:  https://h...
08/22/2016

Did you know that your credit score can affect how much you pay for insurance? Read this article @ TheStreet: https://h.ptsm.us/1oOTVO

If you& #39;ve never heard of a credit-based insurance score, it& #39;s time to understand how it affects what you pay for different types of insurance.

08/22/2016
TheStreet lists 6 major expenses few retirees save for @  https://h.ptsm.us/2Z31AQ
08/19/2016

TheStreet lists 6 major expenses few retirees save for @ https://h.ptsm.us/2Z31AQ

Beyond surviving, seniors need a nest egg to really live in retirement. Here's what they forgot about.

Address

4000 Townsend Boulevard
Jacksonville, FL
32277

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19043328000

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