6020 Commerce Boulevard
Step Up to a New Level of Risk-Managed Investing
Learn more about our comprehensive, pre-selected investment choices to suit your risk tolerance.
There are a lot of misconceptions about Social Security.
Here are three
Video of Website: Dean Zayed discusses BCM Investment Philosophy
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our clients have access to portfolios that range from conservative to moderate to aggressively structured, giving them several options to choose from based on their unique financial needs.
Our network of independent advisors offers guidance and investment solutions based solely on your best interests.
We are fee-based and we do not receive commissions. This fee structure helps ensure we are investing with your goals in mind.
Based on your appetite for risk, we try to limit large drawdowns in all our investment strategies to help capitalize on the advantages of compounding.
Our broad platform allows us to draw on the experience and expertise of several different portfolio managers who are constantly monitoring the markets.
We can meet and communicate regularly to discuss your portfolio, depending on your needs and availability. Whether in person, on the phone, or online, our advisors will always be available to answer your questions.
We provide straightforward, comprehensive performance reports on a consistent basis so you can easily understand how your investments are performing.
Navigating Retirement Pitfalls
Dreaming Up an Active Retirement
To choose a plan, it’s important to ask yourself four key questions.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Beware of these traps that could upend your retirement.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
Here are five facts about Social Security that might surprise you.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Around the country, attitudes about retirement are shifting.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.