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

 

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Federal Income Tax

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

More Calculators →

An Affordable Insurance Solution

A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.

Stacking Up Tax Breaks for Business Investments

Tax code provisions may allow for larger, immediate deductions for businesses: bonus depreciation and IRC Section 179 expensing.

Birthday Opportunities

Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.

Monetary Policy Update

How the Federal Reserve's monetary policies influence interest rates, economic growth, and inflation.

More Newsletters →