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Boord & Associates welcomes you to our home page.  We invite you to browse to learn more about our Estate, Business and Retirement Planning Services.

- Larry F. Boord, JD, CLU, ChFC , Financial Advisor, Park Avenue Securities, LLC.

Advisory services are offered through Park Avenue Securities, a registered investment advisor.  The information on this site is intended for the residents of Ohio, Michigan, New York, and California.  The financial representatives of Boord & Associates are not licensed to sell insurance in all 50 states.  To find out if a financial representative is licensed in your state please contact Helga Klein at (614) 785-6600


Boord & Associates is a professional retirement planning, business planning, individual financial planning and estate planning firm. 

For our business clients, we specialize in offering Qualified and non-qualified retirement plans, buy-sell planning and business succession planning.  Working with Jacob, Haxton & Boord, LLC, we design, administer, fund, communicate and manage retirement and other benefits plans for our clients.

We work with clients to help them offer better retirements to their employees and to accumulate wealth for the owners.

We develop client relationships.  In addition to offering retirement and business planning to our clients, we offer a variety of insurance and investment products, and other supplemental services associated with our core retirement planning practice.

We work with your other selected advisors to present coordinated solutions and programs which may help you better achieve your stated objectives.

Our intent is to provide a clear explanation of our services, charges, responsibilities and expectations.  We support open disclosure of philosophy, compensation, education, experience, and other qualifications.  We want to help you be better informed as you work through this important area.  Suggestions, input, and pertinent comments are graciously received.


 


Larry F. Boord is a Registered Representative and Financial adviser of Park Avenue Securities, LLC (PAS) 120 East 4th Street, Suite 1500, Cincinnati, OH  45202.  (513) 579-1114.  PAS is an indirect wholly-owned subsidiary of Guardian.  Boord & Associates is not an affiliate or subsidiary of PAS or Guardian.  PAS and the Registered Representative do not provide tax advice, legal advice, or services.  

PAS is a member NASD/FINRA

The information on this site is intended for the residents of Ohio, Michigan, New York, and California.  The financial representatives of Boord & Associates are not licensed to sell insurance in all 50 states.  To find out if an agent is licensed in your state, please contact Helga Klein at 614-785-6600.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product or service.  The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside.  Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is appropriately registered.

 


 
100 Old Wilson Bridge Road Suite 214 | Worthington, OH 43085 | (614) 785-6600