Located at Bank of Putnam County

 

BPC Investment Services offers you access to knowledgeable and experienced financial consultants 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 consultants 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 LPL Financial

These include:

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

 

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cash Flow Analysis

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

The Cost of Caregiving

About one out of six American adults had provided unpaid care to another adult during the previous 12 months.

Could the AMT Boost Your Taxes?

An explanation of how the alternative minimum tax works. It is expected to affect about 4.3 million taxpayers in 2016.

Interested in Interest Rates?

With interest rates expected to keep rising here is a short quiz to test one’s interest rate knowledge.

Looking for Income? Consider Closed-End Funds

Investors interested in the potential for a regular income stream may want to consider closed-end funds.

More Newsletters →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck