1. About BCJ Financial Group
Jeremy Dopp
Investment Advisor
The foundation of a strong financial plan is far more than having a
diversified portfolio, it is about making difficult decisions that
continue to occur throughout your life in all areas of your financial
world. I strive to bring my clients the knowledge and experience they
need to navigate through life’s decisions. With this in mind, I have
chosen to partner with BCJ Financial group, a Registered Investment
Advisory firm.
By aligning with BCJ, I am able to provide my clients with additional
planning resources. This network includes advisors with extensive
knowledge in specific areas of planning, including retirement,
business, and estate planning. In addition, BCJ gives me the
opportunity to offer my clients a wide range of tactically managed
investment portfolios. This gives me the ability to find an
investment solution that is tailored to you and your financial goals.
BCJ is an organization of nationally-known, advisors, each with
their own focus. Each firm exists with autonomy, while providing
valuable synergy within the context of a “firm of specialists” model.
BCJ provides the combination of multi-disciplinary experience
with an unbiased client-centered focus. Whether you are a benefits
manager of a large firm, a corporate executive,
a professional, business owner or a retired individual, the BCJ
network of advisors works together to reach a client’s goals
effectively and efficiently. They provide tools that are creative,
powerful, and designed to help guide clients through this complex
financial world. This includes the implementation of programs that
will help meet your goals and desires in the decades to come.
A partnership for success.

2. Investment Management and the BCJ Investment Committee
BCJ’s philosophy is that investment allocations should come from a combination of understanding the historic returns of asset classes and
how these asset classes will perform in the future based on current relevant data. The BCJ Investment Committee has developed investment
strategies that will give you the ability to invest based on your time frame, your goals and your risk tolerance.
With these strategies and access to numerous funds, we can construct diversified strategic portfolios as a baseline, and then tactically
recommend adjustments in the portfolio concentrations as market conditions or your goals dictate. We don’t have a crystal ball, but we know
whether we are on an investment version of a curvy mountain road or on a long straightway, and that we have to adjust to the conditions of
the road. We can and do make changes to our asset allocations based upon the road ahead, not the road behind us.
In order to find a plan that fits your goals, and with the guidance of the BCJ investment Committee, I will work with you every step of the way
to find a strategic investment approach tailored to who you are and what your financial goals may be. With a well-developed and regularly
maintained plan, you can save for all the important moments in your life.
Advisory Service offered through BCJ Capital Management. BCJ Capital Management is a (SEC) registered investment adviser. Information presented is for educational purposes
only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale
or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional
before implementing any strategy discussed herein. BCJ FG 16-219
Mission
Choosing a financial partner is about more than just finances. My mission is to provide
sound recommendations designed for your greatest benefit. I strive to eliminate the
guesswork often associated with retirement planning by providing clear information
and recommendations. I assist in the design and implementation of your retirement plan,
then remain by your side, monitoring how the plan is working and making any necessary
adjustments as life changes along the way.
Retirement represents a fundamental change in your life, yet most retirees don’t match
that with a fundamental change in their portfolios. My primary focus is to assist those
already in retirement, or help create a smooth transition for those planning for or
entering into retirement.