BCF Wealth Strategies | Investment Services
BCF Wealth Strategies
Peggy@bcfws.com
About Us
Our firm acts as a personal CFO that specializes in small business owners, self-employed and retirees in the Grand Rapids area. We offer Investment Consultation and Advanced Planning. We work with leading estate attorneys in our area. We are also partnered with qualified estate attorneys, CPA's, and Life Insurance professionals in the West Michigan area.
An investment advisor/consultant, unlike a broker, does more in-depth work on formulating clients' investment strategies, helping them fulfill their needs and goals. It's as much about relationships as it is investments. We try to get to know our clients professionally and personally. If we don't understand what their goals and dreams are and what's important to them, then how could we make the advanced planning recommendations to assist them in achieving their goals?
The idea behind investment consultation is that investment advisors/consultants are a part of a client's long term investment strategy. As a client's needs and goals change over time, it is the consultant's job to monitor investments and work to help the client meet those needs and goals. Meeting regularly and building a strong relationship with our clients allows us to do just that
Additional Information
At Byron Center Financial we are committed to both our clients and the Grand Rapids and West Michigan community. We believe in doing business locally first and are supporters of the following organizations: Byron Township Youth Baseball and Softball Leagues, Byron Community Wellness, The West Michigan Chalk Art Festival, Grace Bible College, P.R.O.O.F., The Pregnancy Resource Center and the Van Singel Fine Arts Center and we are proud members of Local First, the Byron Center Chamber of Commerce and the South Kent Rotary Club.