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.

Life Insurance

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

Savings Goals

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

A Steady Strategy

Dollar-cost averaging can be an effective way to accumulate shares without focusing on market movements.

Medicare Open Enrollment

The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.

Beyond Medicare: What Are Your Options?

A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.

Illinois Highlights Credit Risk

A look at the tax advantages and credit risks associated with municipal bond investments.

More Newsletters →