SERVICES:

Our focus is on developing and implementing cutting-edge strategies that are congruent with your financial and life goals.

Financial Planning:

Every day we face challenges managing our finances. Stock market swings, fluctuating interest rates, taxes, debt and inflation
– the effects can be unsettling.
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Tax Strategies:

Understanding tax strategies and managing and mitigating tax threats should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing.
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Estate Planning:

As you plan for retirement, you might focus on building assets and creating income strategies. But once you’ve built an estate, at some point you need to address your
final wishes.
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Lifetime Income:

Protecting your hard-earned assets in perhaps the most volatile era in generations can be easier than you think. And there may not be a more important time than now to safeguard all that you've worked so
hard to achieve.
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Retirement Planning:

Baby boomers are redefining age and retirement. Realizing the retirement of your dreams starts with your own
personalized definition.
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Social Security Planning:

We offer innovative strategies to help you better understand and maximize your social security benefits.
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About Us:

Scott Waddell, MBA, CRPC®
President at BCFW Wealth Management
Greater Los Angeles Area

Scott Waddell is an experienced financial planning professional that specializes in all areas of financial planning, estate planning and asset management. For more than a decade, Scott has focused on helping his clients—individuals, families and small businesses—address their specific financial goals and objectives. Scott holds his Series 7 and 66 securities registrations through Madison Avenue Securities and is licensed through the state of California for life, health, disability insurance. In addition, he has also earned his Chartered Retirement Planning Counselor (CRPC®) designation. Scott uses his considerable experience and training to develop comprehensive financial plans for his individual and business clients that often include 401K plans, distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, as well as estate and risk management strategies. Scott’s focus is on developing and implementing cutting-edge tax strategies, estate-planning techniques, and helping clients manage income and estate taxes. In addition, Scott is able to leverage sophisticated investment strategies that enable him to focus on capital preservation and multi-generational wealth management for his clients. Ultimately, Scott wants all of his clients to have confidence in their investments knowing that he is doing everything possible to help them pursue their specific financial goals and objectives. Scott grew up in southern California and played volleyball for three years at UCLA before serving a two-year church mission in the Dominican Republic. Upon his return, Scott enrolled at Brigham Young University where he was a two-year volleyball letterman and earned his Bachelor’s Degree with Dean’s List academic honors. Ultimately he went on to earn a Master of Business Administration from the University of California Irvine, Paul Merage School of Business. Scott currently resides in Corona, California.

Mission:

For more than a decade, Scott has focused on helping his clients—individuals, families and small businesses—address their specific financial goals and objectives. The letters BCFW in the company name stand for Burge, Calder, Fisher, Waddell. These are the names of Scotts grandparents. The idea behind the name of the company came from his passion to help preserve and protect his own heritage and legacy. This passions holds true to help his clients do the same for their families. (Pictured: Scott and his Grandpa Waddell).

Kai-Zen Retirement Strategy: The Bank Funded Retirement Plan

Can you Achieve a 60% Better Outcome than your 401k or IRA?

You may be eligible for a unique Retirement strategy, which may be able to accumulate 60% more money than your current retirement plan. The key risks to most retirement plans are market volatility, time, and taxes. We may have a solution that could address all these risks you may be facing.

Watch the video to learn:

• How you can get a 3 to 1 match to obtain
  MORE BENEFITS
• Have TAX-FREE income in retirement
Increase the $$$ you’ll save in the same amount of time

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