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Philosophy
Profiles
Compensation
Corporate Disclosure
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Boord &
Associates is a professional practice providing
insurance and investment products to fund individualized strategies for
expressed client wishes, concerns and issues in the areas of executive
benefits, retirement planning, and wealth management.
Basic
Principles
- Integrity:
We are motivated to always do what is in the client's best
interest. We are accountable for our advice. We commit to
open, precise communication. This includes full disclosure,
accuracy, and confidentiality
- Service:
We provide timely and continuous service to all clients. We sell
programs and products to clients with the commitment that we will be
here to continue providing service to the client, the client's family,
and the client's business in the future.
- Relationship: We are committed to the client / advisor
relationship. We are sensitive to your individual needs,
desires, and expectations in all our dealings.
- Urgency:
We are committed to meeting timelines and deadlines to which we have
agreed. Timeliness in arriving at appointments, timeliness in following
up with clients, and timeliness in providing results to clients are
all important to us.
- Growth:
We strive to continually be better as people, professionals, friends,
and advisors. We believe in continuing education, personal
development, and continuous improvement as individuals and as a firm.
- Financial Discipline: We are fiscally responsible and
profitable. In order to continue our firm, provide service to
clients and security to our employees we will manage our finances such
that we will always be profitable and well-capitalized.
Types
of Clients
Our
planning services are provided primarily to:
- professionals, executives and individual business
owners
- employees under employer sponsored benefit programs
- business entities
- employee benefit plans.
Jacob, Haxton & Boord, LLC
Boord & Associates works closely with Jacob, Haxton & Boord, LLC
to manage our clients' retirement plans. JHB is a best in class third
party administration firm that manages Defined Benefit, Defined
Contribution, 401(k), Money Purchase, Profit Sharing, and Non-qualified
retirement plans. JHB also handles cafeteria plans (Sec.125) and
Health Savings Accounts as well. For more information, please visit
the Jacob, Haxton & Boord website.
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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