Why BDC Capital?
Our mission is to help you with all aspects of financial planning so that your resources are effectively focused on achieving those financial goals that are of the greatest importance to you. We specialize in designing portfolios that hold solid investment positions while protecting the integrity of your values.
It is our goal to provide the sound financial guidance that will help you make favorable decisions about your personal circumstances, and that will help protect your portfolio under changing market conditions.
At BDC Capital Management, we know that we serve you. As an independent fee-only firm, we are not restricted by the requirements of outside shareholders or Broker/Dealer platforms. Our fees are tied to the value of your portfolio, to your needs and to your agenda. This allows us to take an objective approach that’s based on relationships, not simply transactions.
BDC Capital has operated independently in our community for over thirty years, allowing us to serve clients rather than a financial bureaucracy.
Our fee-only structure means that we never “sell” a product or earn hidden commissions, so your interests stay at the heart of every decision we make.
Our firm was founded to take stewardship into the investment realm, counseling our clients from a Biblical worldview and providing complementary financial services.
Our team’s CERTIFIED FINANCIAL PLANNER (CFP®) and CERTIFIED ESTATE PLANNER (CEP) is required by law to put client interests first as he applies more than forty years of financial experience.
The Bible states that you are obliged to provide for your family. BDC is honored to help you in this pursuit by bringing you disciplined tactical investing. And since we use a Biblically Responsible Investing approach, you know your finances will always be in line with your beliefs.
Strategic Tax Planning
When taxes can take more than half your annual income, it’s essential to take a proactive approach to minimize your tax burden. We offer clients a comprehensive review of their income and assets to strategically minimize taxes and save for the people and missions they love.
We all have to work to save for our retirement, but for many, the ups and downs of life and the market can make this a challenge. The key is to diversify to minimize risk. We can help you make confident, informed decisions that will put you on the path to retirement – and we’ll be with you every step of the way.
You want to provide for your family not just now, but for decades to come. You owe it to them to have a will, and to put your money in the right kind of vehicles to help them after you leave this world. BDC’s approach can help you plan for their future while passing on the values that are so dear to you.
“For I know the plans I have for you," declares the LORD, "plans to prosper you and not to harm you, plans to give you hope and a future.” Jeremiah 29:11 (NIV)
CFP ®, President