FINANCIAL REVIEW FORM

 

 

Thank you for requesting a Financial Review from BCM. The first step in the process is to complete a Financial Review questionnaire. 

The button below will forward you to our online form. The estimated time for completion is approximately 20 minutes but may vary depending on the information you have readily available.

 

The form will ask about your personal and financial information, investment experience, risk tolerance, and goals. While not all fields are mandatory, your review will be as detailed as the information you provide. 

After you submit a completed form, a BCM representative will follow up with any questions and to review the next steps.  Please contact BCM with any issues and select the button below to begin.