Our Services

All of our services are provided on a fixed-fee basis and can be catered to your specific needs. We provide you with a proposal prior to the commencement of any work, so that you are aware of all costs beforehand.

Comprehensive Financial Planning:

Goal-based accumulation, such as retirement, education savings or investment home purchase
Business planning, such as purchase options, growth investments and continuation plans

Investment Advisory Services:  TBCI is a Registered Investment Advisory firm (RIA)

Analysis and advice on specific investment accounts you currently own. Strategic ideas that tie to your current accumulation goals.
Fee-based, active management, annual fee, broken down quarterly, based on value of assets in the account. All-inclusive; no trading or admin fees

Why fee-based, active management?

Piece of mind; your account is being actively managed, according to your accumulation goals.

Freedom, to not have to constantly monitor your account, especially in volatile times.

Active management is not a buy and hold strategy, we are constantly seeking out the best investments in their classes.

Tax Planning Services:

Basic tax analysis is included with all investment advisory and financial planning services
Specific business tax planning
Return preparation for personal or business returns

Retirement Distribution Planning: the crucial, final step for retirement planning

Risk- based analysis, which assets are best at providing current income vs. future-use growth
Taxable vs. tax-deferred accounts, timing the draw on your accounts based on tax treatment can mean the success of your withdrawal plan
On-going analysis to adjust for changes along the way

Customized Analysis:

Estate and gift planning
Family wealth transfer
Charitable giving strategies, donor-advised funding