Wealth Management Services
BKC Wealth Management offers tax smart investment strategies to develop, implement, and monitor a financial plan to work with your individual situation & meet your financial goals. We understand the challenges families face today. From managing debt, to saving for college, to retirement, we are focused on you.
The mission at BKC Wealth Management is to get to know and understand your needs, wants, and long-term goals. We work with you to develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you achieve your goals.
BKC believes in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing, tax planning, and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
"One of our primary goals is to develop a long-term, trusting relationship with you."
— Joseph Hodakowski, Wealth Services Leader
Why Choose BKC Wealth Management
We start with the end in mind. BKC Wealth Management specializes in helping individuals develop tax efficient retirement strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money.
Wealth Management Services
Retirement Planning
We take the time to understand where you are at today and where you want to be. Then we come with a plan that will help you reach your goal. Understanding the tax law allows us to develop customized solutions that are tax efficient.
Estate Management
Our experts guide you through preserving and transferring wealth to your heirs efficiently.
Investment Management
Every investment strategy is unique and is based on your age, marital status, children, employment and your personal goals. We start with where you are today and where you want to be.
Business Planning
We help businesses understand their financial situation, plan for the unexpected, and achieve their goals. We spend time to understand your business, evaluate the risks and opportunities, and help you make good decisions. We can design a plan that is both tax efficient and maximizes wealth transfer.
Insurance Planning
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.
Tax Strategies
Our team develops customized tax strategies to minimize liabilities and maximize savings. Our tax experience allows to develop tax smart investment strategies that will reduce your tax burden and allow you to keep more of what you have earned.
What to Expect
How We’re Helping Clients
"Joe has taken us through a thoughtful financial planning process that has mapped out a plan for paying college tuition, reaching our retirement goals and our succession plan. His guidance on personal and business issues has been invaluable."
— Tom Wierzbowski, Client*
"I have only experienced the highest level of service and professionalism. In a world where these qualities are very rare, Joe brings old school values and beyond that, is an outstanding person who I am fortunate to call my friend."
— Paul Eckert, Client *
(*Unpaid client testimonial may not represent the experience of all customers, and does not guarantee future success or performance.)
Memberships
Your Advisor
Joseph G. Hodakowski, CPA, PFS
Leads the wealth management practice and works with clients to make good financial decisions and reach their goals using over 25 years of investment, tax and accounting experience.
Get in Touch
Interested in how BKC’s wealth management services can support you and your family? Contact the team today.
Learn more about our services and read helpful articles and tips at www.bkcwealth.com