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Contact Info:

175 Parfitt Way SW #N220

Bainbridge Island, WA 98110

Office: 206.446.0157


info@bcmportfolios.com

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WHO WE ARE

One of our primary goals is to develop a long-term, trusting relationship with you.

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WHAT WE DO

One of the things that makes us more effective as financial advisors is our independence.

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HOW WE WORK

Insights and understanding that can help you better define your financial objectives.

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Helpful Content

What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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