BCS Wealth Management

BCS Wealth Management BCS Wealth Management is an independent financial planning firm. Our aim is to help you reach goals

06/03/2026

✍️ So you set up a trust. You signed the paperwork and figured your assets and family were protected.⁠
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But, signing the document is just step one. A trust only protects what's actually been moved into it. ⁠
📌Your real estate may still need to be retitled in the name of the trust. ⁠
📌Your bank and investment accounts may need to be transferred. ⁠
📌Your insurance policies may need to be reviewed and updated. ⁠
Your estate may still go through probate. Your family may still face the delays and costs you were hoping to avoid.⁠
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Trusts involve a complex set of rules and regulations. Working with a qualified professional can help make sure what you've built is aligned with your estate plan.⁠
That's what we're here for.⁠
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BCS Wealth works with people and their attorneys across the Tri-Cities area on financial and estate plans aimed at protecting both families and assets.⁠
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📍 BCS Wealth | Johnson City, TN⁠
☎️ (423) 283-9821⁠
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Happy Birthday, Emily! 🏍🎉 Here's to another year of chasing adventures on your Harley. We know a thing or two about plan...
05/30/2026

Happy Birthday, Emily! 🏍🎉 Here's to another year of chasing adventures on your Harley. We know a thing or two about planning for the journey, and you make every mile a little more fun. Wishing you a day that's as bold and unforgettable as you are!

05/29/2026

College costs aren't slowing down, with an estimated average cost of $45,780 a year for out-of-state public tuition, $60,920 for private.* Costs vary by school and state, but the trend is clear. If that number made you flinch, a 529 plan is worth understanding. At BCS Wealth in Johnson City, TN, we help families in the Tri-Cities area figure out how to save for education without derailing everything else. Tax-free growth for qualified education expenses, flexible use, and more options than most people realize. ⁠
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Visit us online at link in bio or call (423) 283-9821. 📚⁠
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*Source: Fidelity Investments, "How Much to Save for College," fidelity.com (2026). Figures are estimates and vary by institution.⁠
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This content is for informational purposes only and does not constitute financial, tax, or legal advice. Please consult a qualified professional regarding your specific situation. ⁠
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🇺🇸Today we pause to honor the men and women who gave everything in service to this country.🇺🇸From our team to yours, tha...
05/25/2026

🇺🇸Today we pause to honor the men and women who gave everything in service to this country.🇺🇸

From our team to yours, thank you.

BCS Wealth will be closed in observance of Memorial Day. We'll be back Tuesday, ready to help you build the future they fought for.

BCS Wealth | Johnson City, TN | (423) 283-9821

05/23/2026

👨‍🎓 Your kid walking across that college graduation stage doesn't mean your financial support ends. For many parents, it doesn't.

If you're in the Tri-Cities area and quietly subsidizing an adult child while your own retirement sits on the back burner, you're not alone. At BCS Wealth in Johnson City, TN, we help parents figure out what intentional support actually looks like, so you can be generous without shortchanging yourself.

Visit us online or call (423) 283-9821. 📊

*Statistics cited from AARP's 2025 "Parents, Adult Children, and Money" survey. Survey data reflects national averages and may not represent all individuals or situations. This content is for informational purposes only and does not constitute financial advice. Please consult a qualified financial professional regarding your specific circumstances. ⁠

05/20/2026

This feeling is what it's all about. At BCS Wealth in Johnson City, TN, helping Tri-Cities clients reach retirement readiness isn't just the job, it's the whole point. If you're wondering whether you're closer than you think, or are just curious about how your money could be working harder for you, let's find out together.

Visit us at the link in bio or call (423) 283-9821. 🏁

Most parents teach their kids to avoid debt. But no credit history can be just as hard to overcome as bad credit. Here's...
05/20/2026

Most parents teach their kids to avoid debt. But no credit history can be just as hard to overcome as bad credit. Here's the money conversation to have before they leave for college this fall.

Helping families build wealth in Johnson City, TN and the Tri-Cities.

BCS Wealth | (423) 283-9821 🎓 Save this post for later and follow us for more financial insights.

*Roth IRA contribution limits and eligibility may vary. The $500,000 figure assumes contributing $1,000 every year for 47 years with an 8.3% annual rate of return. Actual results will vary. Consult your tax or financial professional before making investment decisions.

05/16/2026

Your tax refund isn't a bonus, it's your own money coming back to you. And before it disappears into a Target run (no judgment), here are three things a fiduciary wealth manager in Johnson City, TN would actually tell you to do with it. Emergency fund first. High-interest debt second. Roth IRA third. And if you're already investing consistently? Give yourself permission to enjoy a little of it.
Follow us for more financial wisdom.
Visit us online or call (423) 283-9821. 🧾

*Roth IRA contribution limits and eligibility may vary. Consult a tax or financial professional before making investment decisions.*

05/13/2026

The most common question we hear from clients in Johnson City and across the Tri-Cities is also the most honest one: "Am I going to run out of money in retirement?" We'll always give you a straight answer, which means telling you we don't know. Nobody does. But at BCS Wealth, we build retirement plans designed to give you the best possible shot at financial security, no matter what life throws at it. That conversation starts here.
BCS Wealth | Johnson City, TN

Visit us on the web or for more info or call (423) 283-9821. 📊

Not all financial professionals are the same, and that difference matters more than you might realize. If you're thinkin...
05/12/2026

Not all financial professionals are the same, and that difference matters more than you might realize. If you're thinking it might be time for a financial advisor or wealth manager, in Johnson City, TN (or anywhere), one of the most important questions to ask is whether they're a fiduciary.

At BCS Wealth, we are. This means we're legally required to act in your best interest, not ours. We provide comprehensive wealth management for individuals and families across the Tri-Cities area, including investment strategy, retirement planning, tax planning, and estate planning.

Want to know more? Schedule a follow up on our website (link in bio) or call to schedule a time to talk.

📍 BCS Wealth | Johnson City, TN
☎️ (423) 283-9821

Address

Johnson City, TN

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14232839821

Website

https://thebenchmark.podbean.com/

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