Personal ~ Planning
Personal Financial Planning
At B|C Wealth Advisors, we deliver personalized financial planning that revolves around our clients' unique visions, values, and priorities. By conducting a comprehensive intake process, we focus on truly understanding what matters most—whether it’s family, home, health, lifestyle, or financial security. Aligned with the proper principles, our tailored strategies address every core financial planning area.
We incorporate advanced tools such as eMoney's "Monte Carlo" simulations to assess the probability of success across different scenarios, ensuring your financial plan is built on dynamic and data-driven projections. Additionally, we utilize “What-If” scenarios to explore alternative outcomes and prepare actionable strategies for various life events or financial goals. Clients guide the frequency of interactions, while our team excels at implementing and executing strategies that increase financial readiness, optimize insurance and tax planning, and enhance attractiveness for future opportunities. We start this journey with a detailed financial plan, offered at a special rate of $1,500 for the next five business owners or retirement investment clients.
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Vision | Values | Milestones
Whether you're aiming to increase enterprise value, achieve personal milestones like retirement, or optimize your financial future through protection and estate | tax strategies. Our collaborative network will guide you every step of the way by bringing in the needed professionals based on your timeline. Book time with us and share your top three to five areas to address, and a dedicated advisors will connect to understand more about You Your Family and Your Business to help you achieve the vision and implement your values and execute the milestones for the success of your legacy.
Contact Us
Office location
5700 Granite Parkway, Plano, TexasSend us an email
[email protected]