Do you feel very confident you can reach your financial goals?
56% answer yes with a formal investment strategy and financial plan.
17% answer yes without a formal investment strategy and financial plan.
What’s In It For You?
Your plan for your life. That’s what BCM Advisors offers you through our Viewpoint Planning process. We will create a financial plan that is custom designed to your specific needs and helps ensure that you achieve financial success and reach your goals. When you choose BCM, you benefit from a team of financial advisors who are all Certified Financial Planners™ with proven expertise. Just as importantly, we serve as advocates for all your financial affairs and are always dedicated solely to your best interests. From determining the best investments, evaluating your insurance needs, optimizing Social Security benefits to preparing for the unknown by navigating market risks – we’ll design a Viewpoint Plan that’s built specifically for you.
Our Investment Approach In Your Viewpoint Plan
Our All-Weather Portfolios in your Viewpoint Plan – Incorporates our Morningstar rated portfolios into your financial plan for maximum probabilities to reach your financial goals.
Prepared for the Unknown – For funding your financial goals, we model an array of market return expectations to prepare you for any type of surprise (good or bad) the market throws at your financial progress. As markets change, your adjustments are as minimal as possible.
Tracking and Accountability – Regular tracking of portfolio returns in comparison to your financial plan returns. This ensures the returns in your financial plan are aligned with the real returns earned in your portfolio.
Your Viewpoint Plan
Your Viewpoint Plan is a living arrangements where we help you make empowered decisions for your financial life. To get an idea of how we empower our clients, please download a sample of our Viewpoint Planning Summary Report.
Roadmap to Financial Success
To plan for your financial life, you must determine where you stand financially, set financial goals and then create a map for getting there. This is why it is important to use financial planning to strategically allocate your dollars to their best use and make smarter financial decisions. Download the guide below to draw your roadmap to financial success.
BCM Advisors, LLC is an independent investment advisory firm focused on risk-managed, balanced portfolios, with a goal of successful capital growth and wealth preservation.
1018 Harding Street,
Lafayette, LA 70503
P: (337) 233-7758
F: (337) 233-9193