Retirement Plans

Financial Planning

Insurance

Annual Reviews 

Living Balance Sheet

Boord & Associates offers financial planning services through Park Avenue Securities (PAS). We have tremendous expertise in the various areas today referred to as "financial planning" or "wealth management".  Our services typically include the use of quantitative and qualitative analysis, taking into account a client's specific circumstances, and reviewing planning alternatives.  These alternatives typically include:

• Investment Management
• Insurance and Risk Management
• Business Succession Plans
• Family Partnerships
• Trusts
• Structured Gifting Programs
• Charitable Gifting

We believe that proper personal planning, especially in the area of estate planning requires the skills of a qualified attorney, a qualified accountant, and Boord & Associates to review and present planning alternatives.  Our purpose is to complement the services being provided by other advisors and to help coordinate efforts.  We see financial planning planning as a journey, not as a destination.  Our financial planning clients generally meet at least annually with their circle of advisors to review their current plan, make minor modifications and ensure that everything is consistent with current laws, tax policy, and most importantly the client's intent and wishes.

Larry F. Boord is a Registered Representative and Financial adviser of Park Avenue Securities, LLC (PAS) 120 East 4^th 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 Registered Representative is securities licensed in Ohio, Michigan, New York, and California and the material is strictly intended for individuals residing in those states.  No offers may be made or accepted from any resident outside these specified states.

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.