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Retirement Plans
Financial
Planning
Insurance
Annual
Reviews
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Individual Financial
Planning
Boord & Associates offers
financial planning services through Park Avenue Securities (PAS). We have
tremendous experience 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 and Thomas
D. Wyatt are Registered Representatives and Financial Advisors 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. 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 SIPC/FINRA
The information on this
site is intended for residents of Ohio, New York, Kentucky, Pennsylvania,
Montana, Mississippi, Indiana, Illinois, Michigan, Connecticut, Washington DC,
Maryland, Maine and Arizona. 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 Registered Representatives
are securities licensed in Ohio, Michigan, New York, California, Colorado,
Connecticut, Florida, Illinois, Indiana, Kentucky, Louisiana, North
Carolina, Nevada, Montana, Mississippi and Pennsylvania 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.
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 2005-2010, 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.
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