Broker Check


Wealth preservation is the primary focus of BCG. Without an efficient strategy and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life's uncertainties and unexpected calamities.

Financial products serve as a medium to help you pursue your objectives. An investment vehicle should be selected only after you have conducted a thorough review of your goals and objectives, identified your tolerance to risk, looked at time horizons for desired results, and finally, reviewed the options that best serve the desired end results hoped for.

Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio. The selection of a product should be the last part of your process – not the first.

Together we can help you identify your goals, analyze your risk profile, assess your needs and establish a plan of action.

Maintaining and improving your standard of living, preparing for monetary independence in retirement, as well as estate protection and preservation – these are the goals and the very purpose of the existence of Benefit Compensation Group.