Located at Bank of Putnam County

Cookeville, Baxter, Sparta, & Livingston

BPC Investment Services offers you access to knowledgeable and experienced financial advisors who will listen to your unique financial situation and goals. They then work with you to design a strategy to help you reach your goals.  Our financial advisors go far beyond merely executing trades. They get to know you and your specific needs.

BPC Investment Services makes available a wide variety of products and services through INVEST Financial Corporation.

These include:

  • Mutual Funds
  • Stocks and Bonds
  • Managed Accounts
  • College Funding Plans 
  • Annuities
  • Government Securities
  • Financial Planning
  • Portfolio Evaluations and Reviews
  • Retirement Planning – 403b (TSAs), IRAs,401k
  • Rollover Plans
  • Long Term Care Insurance
  • Life Insurance
  • Tax-Advantaged Investments
  • Estate Planning.

Visit with Kent Bilbrey, Judy Freeman, or Sue Neal at one of our offices in Cookeville, Baxter, Livingston, or Sparta.  Click on the city for phone numbers and directions.
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Newsletters

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Leaving Memories, Not a Mess

Although it is not a legal document, a letter of instructions enables you to clearly describe your preferences for a variety of issues, such as organ donations, memorial/funeral arrangements, and other details that are not specified in a will or a trust.

HOT TOPIC: A Bear Market History Lesson

If it feels like the sky is falling, it wouldn’t be the first time. But is the downturn that began in October 2007 all that different from bear markets of the past? Here’s a look back at the nine other bear markets that have occurred since 1950.

Beat the Big Three What Ifs

Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

More Newsletters →