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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
highly rated 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) 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 SIPC/FINRA
The information on this site is intended for residents of
Ohio, Virginia, New York, Colorado, Connecticut, Florida, Indiana, Kentucky,
Oregon, New Jersey, North Carolina, Montana, California and Pennsylvania
. 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,
Virginia, New York, Colorado, Connecticut, Florida, Indiana, Kentucky, Oregon,
New Jersey, North Carolina, Montana, California 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.
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 2005-2012, 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.
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