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Living Balance Sheet

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 and other states where the financial representatives of Boord & Associates are licensed..  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 strategies 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 and Thomas D. Wyatt are Registered Representatives and Financial Advisors of Park Avenue Securities, LLC (PAS) 419 Plum Street, 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.  Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice.  Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.  

PAS is a member FINRA/SIPC

Larry F. Boord is an authorized user of The Living Balance Sheet®*

The financial representatives of Boord & Associates are licensed to sell insurance in Ohio and other states.  To find out if an agent is licensed in your state, please contact Helga Klein at 614-785-6600.

The Registered Representatives are securities licensed in Ohio and other states. To find out if a Registered Representative is licensed in your state, please contact Helga Klein at 614-785-6600.

California Insurance License # OE84981

Financial Representative, The Guardian Life Insurance Company of American (Guardian), New York, N.Y.

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.

*The Living Balance Sheet® and logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY.  The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. 

© Copyright 2005-2013, The Guardian Life Insurance Company of America

This internet site may provide links to other sites for your convenience in locating related information and services.  This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these or other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide.  This Agency, Guardian and PAS cannot make any representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this Internet site or incorporated herein, and take no responsibility therefore.  This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.

Not practicing for Guardian or any subsidiaries or affiliates thereof.

 



 

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