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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. |