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

 

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Net Worth

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Lifetime Earnings

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

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Managing Risk with a Strong Foundation

How asset allocation and diversification can work together to help form a strong base for constructing a portfolio.

Demographic Dilemma

Some economists believe shifting demographics may be the primary reason GDP growth has been weak versus past recoveries.

HOT TOPIC: Brick-and-Mortar: The Precarious Fate of Traditional Retail

How current trends in the retail industry could affect consumers, workers, and the broader economy.

LLCs: Hybrid Structure May Offer Best of Both Worlds

A look at the distinctions between LLCs, partnerships, and sole proprietorships.

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