BC&I Wealth Management (BC&I) was founded by Randall Schumacher and James Ball 'JB' in 1984 and is located in Burnsville, MN. BC&I affiliates with Securities America, Inc., an independent Broker/Dealer providing processing, product due diligence, compliance and oversight, service and technology.
Our firm specializes in corporate retirement and 401(k) plans and individual wealth management advisory services with over $250 million assets under management.It is our goal to provide integrity, planning soluctions, and quality service and support to all our clients. Michelle Straub and Cary Stege provide our firm with daily office administration, client service and support and back office processing.
Our firm specializes in corporate retirement and 401(k) plans and individual wealth management advisory services with over $250 million assets under management.It is our goal to provide integrity, planning soluctions, and quality service and support to all our clients. Michelle Straub and Cary Stege provide our firm with daily office administration, client service and support and back office processing.
Services
Annuities are designed to meet long-term goals such as retirement and the earnings typically accumulate tax deferred. For more information about annuities and how they may apply to your individual financial situation, please consult your financial representative and/or your tax advisor. Would you like your annuity to generate a fixed income, or are you comfortable with variable returns?
The primary purpose of life insurance is to protect your dependents financially in the event of your death. Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family. It can also provide liquid capital to pay estate taxes and other obligations.
In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks.
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