- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -Charitable Planning
- -Individuals and/or Small Businesses
- -Businesses or Institutional Clients
Funds Used With Clients
Firm Client types
|Trusted Business Advisor Group||5 years, 7 months||Mar 2014 - Present|
|Bauer, Captain & Johnson, Inc.||11 years, 11 months||Nov 2007 - Present|
|Phoenix Wealth Advisors, LLC||10 years, 1 month||Feb 2004 - Mar 2014|
Designations & Memberships
Accredited Investment FiduciaryDesignationThe Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Insights by David Carroll
AnswersAsk a financial questionAsk a question
|How do I transfer my funds?
One addition to the previous great answers. If you are transferring funds to your new employer's retirement plan or to our own IRA, then you want to make sure that you are doing a direct transfer and not a rollover. Sometimes the wording on the forms to distribute the funds can be confusing and you...  (more)
Answered Dec 2012
|I have a 401k to roll over and would like to do a check/owner controlled plan. what are my best options?
Stephen- there are possibly two separate points here in your check/owner controlled plan wording - you can acheive "owner control" by following the answer from Kimberly Curtis and just setting up a self-directed IRA for yourself. If you are referring to a self-directed IRA that is sometimes said to...  (more)
Answered Dec 2012
Licenses & Conducts
Bcj Capital Management
$796.9MTotal Assets Under Management
N/ATotal Assets Under Advisement
$440.5KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees