Our Services

Our firm specializes in retirement strategies. We understand the challenges of retirement and the concern of outliving money. With our focus on money management and other critical financial issues, we'll develop a customized program to make you confident in your decisions.

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Financial Planning

We take the time to understand your  long-term and short-term objectives, then we analyze your financial situation, including your income, expenses, assets, debts, and investments, to establish a solid foundation. This allows us to create a clear roadmap from where you currently stand to where you want to be. Financial planning is an ongoing process, as we continuously review and make necessary adjustments.

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Investments

Each person has their own unique risk tolerance, time horizon, and financial goals. With our wide range of tools including Educational IRA, Traditional IRA, Roth IRA, SEP IRA, and Simple IRA, we can create a customized investment plan just for you.


We continuously keep track of the market and provide regular updates, making adjustments when needed.

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Retirement

Retirement can really take a toll on your wallet. You may need up to 90% of the money you were making before retirement just to keep living the way you want. We can guide you to make the most of your employer's retirement plans, investments, IRA accounts, as well as help you get the maximum Social Security benefits.

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Audit and Assurance

We offer audits, compilations, reviews, performance audits, grant compliance examinations, internal audit training or operation, and expert assistance in financial statement/CAFR drafting.



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Strategic Planning

Budget consulting, cash flow projections, risk management, financing assistance, and management consulting. We optimize your financial strategy, manage risks, optimize transitions, secure funding, and provide management insights.

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Analysis and Compliance

Our financial services ensure efficient financial management through CFO services, cost segregation studies, due diligence, forensic accounting, internal control assessments, job costing, lease analysis, and overhead analysis.

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Tax Services

We provide tax services, including compliance, planning, and representation. We also assist with Title 31 compliance, implementing measures and providing training for regulatory adherence. Our goal is to empower you with expert tax guidance and compliance support.

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Business Services

We are your trusted advisor, helping with business formations, strategic planning, and precise valuations. From structure to growth strategies and accurate valuations, our expertise empowers your decision-making and business success.



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Process Improvement

We offer process assessments and advisory services, providing tailored advise to maximize your businesses potential. We streamline operations through automation and ensure compliance, enhancing efficiency and effectiveness.


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Estate Planning

Estate planning is a crucial step in managing your financial future and ensuring your assets are distributed according to your wishes. It involves creating a detailed plan that outlines how your assets, including investments, property, and personal belongings, will be handled after your passing. This not only provides peace of mind but also helps to minimize taxes and legal complications for your loved ones.

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Insurance

Life insurance is a key component in a solid financial plan, providing support to loved ones in the event of the policyholder's passing. Long-Term Care insurance helps cover the cost of extended medical and personal care in your later years, ensuring that you can still leave behind your wealth to your family.

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Our Process

Deep Understanding

We begin with a deep understanding of who you are, your short term and long term goals, your current financial situation, your risk tolerance, and what you want to leave behind to your loved ones.

Strategic Planning

We develop a comprehensive plan to initiate the necessary changes, setting the course for progress and improvement.

Review & Monitor

As the market shifts and your goals may change, we will keep an constant eye on how we are tracking, and adjust if necessary.

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At BCF Wealth Strategies, we offer personalized service and open communication to assist you with your financial needs. Schedule a meeting today to discuss how our expertise can help you achieve your financial goals. We look forward to working with you!

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Labor Administration

Employee/labor administration encompasses payroll, benefits, compliance, record-keeping, and HR policy implementation, streamlining your workforce management for a more efficient and compliant operation.

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Other Services

Alongside our core services, we provide additional valuable services such as Notary, Registered Agent assistance, Indirect Cost Proposal support, and Software Implementation guidance.


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