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When You Have More, Expect More


WE'RE DIFFERENT

And so are you. 

We develop a unique strategy and benchmarks tailored to your specific goals. Not one co-opted from another client. And then we closely manage your account daily.

A COMPLETE PORTFOLIO

From taxes to pensions to investments to asset protection, we’ll manage your complete portfolio with advice that evolves as the investment landscape and your objectives change. And with our fiduciary status, there are no fees. And no bias when selecting investments. 

CORe FRAMEWORK PROCESS

Our patented five step CORe process allows us to create a personal economy tailored exclusively for you. And present opportunities you didn’t even know existed.

The Steps to Success


1. Discovery

A mutual process to make sure our services align with your goals.

  • Gather data
  • Capture values and goals
  • Determine services needed

2. Gaps and Opportunities

We identify a path for your financial remodeling.

  • Create wealth snapshot
  • Assess tax returns
  • Analyze portfolio
  • Identify liability exposure

3. Strategy Recommendation

We present a sophisticated strategy for investment management, enhanced wealth and asset protection.


4. Execution

Your BCP advisory team secures your assets and reconstructs your personal economy in the most tax-efficient manner possible. Then we implement the plan.


5. Manage Performance

To make sure we hit your goals, we consistently review your investment allocations and make adjustments as needed.

Dividend growth

We identify premier companies that possess an attractive balance of current yield, dividend growth, and appreciation potential.

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Wealth planning solutions

After all the research and analysis are completed, it’s time to put together your plan.

 Transparent asset management

In today’s turbulent global economy, transparency and liquidity are essential. We utilize a low-cost model and focus on wealth preservation by measuring risk tolerance and identifying values. Our team of investment professionals has over 70 years of experience delivering needs-based asset management.

Proactive tax planning

A great way to increase your wealth is by reducing your tax burden. We work with your team of professionals to proactively monitor and implement prudent tax solutions throughout the year, by utilizing the tax code as a guide to help increase your cash flow as well as your net worth.

DISCLAIMER:

*Neither United Planners, Blackhawk Capital Partners nor its financial professionals render legal or tax advice. We work with you and your tax and legal counsel to assist you with your estate plan.

 Compliant asset protection

Taxes and litigation are the two biggest threats to your wealth. We employ risk management strategies to help insulate your wealth from creditors.