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 Goals

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lifetime Earnings

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

Cost of Retirement

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

More Calculators →

ETFs on the Rise

ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.

Technology Trend: How Blockchain Could Impact the Future

Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.

HOT TOPIC: Monetary Policy: Should Investors Fear the Fed?

How the Federal Reserve Board’s actions influence interest rates, economic growth, and inflation.

Community Property Laws: Yours, Mine, and Ours

Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.

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