|
Philosophy
Profiles
Compensation
Corporate Disclosure
|
Boord & Associates
is a professional practice providing insurance and
investment products to fund individualized solutions for
expressed client wishes, concerns and issues in the areas of
executive benefits, retirement planning, and wealth
management. We are
affiliated with The Guardian Life Insurance Company, Park
Avenue Securities, LLC, Executive Benefits / Wilson
Financial Services, LLC, Luttner Financial Services, and
Jacob, Haxton & Boord, LLC.
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 is a Registered Representative and Financial adviser
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. 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. |
