Wealth Planning
financial
retirement
education
estate
tax minimization
What We Do
At BCU Wealth Management, we are committed to helping you achieve your financial goals no matter how big or small. We use a multi-step process to design and implement the best financial strategy for you.
First Meeting
Our Advisor will get to know you by asking targeted questions about your financial history, examine your current financial situation and identify your investment goals.
Second Meeting
We commit to work together to achieve your goals. You will sign the documents needed to put your investment plan in motion.
Third Meeting
Our Advisor will provide you with your custom comprehensive investment plan and answer any questions you may have. Your advisor will then implement your investment plan.
Progress Meetings
Our Advisor will meet with you at regular intervals and keep you up to date on any investment decisions.
