BCT provides comprehensive financial planning for individuals, professionals, executives and business owners. In most situations, our clients have already done some planning, usually with the help of other professionals such as accountants, attorneys, or life insurance representatives. As a result they may feel they have sufficiently completed the planning process.
Through our work we often find that a comprehensive review of a client's current situation, when compared to their objectives, exposes gaps and overlaps that can result in frustration and substantial, and unnecessary, costs. We recommend solutions and work with you step-by-step through the implementation process to assure the full benefits of your comprehensive plan. – less–ZoomInfo