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Compensation
We are compensated by
commissions and fees. When life insurance, disability
income insurance, long term care insurance or financial instruments are purchased we
are compensated by commission. Our compensation is
affected by amount purchased, vendor chosen, and other
factors. We are willing to disclose all direct
compensation. Please feel free to ask if this is of
interest to you.
We provide full service
retirement plan design, administration services, consultation,
communication, and advice for a fee. For more
information, please visit
Jacob, Haxton & Boord.
Projects which are to be
provided for a fee are set forth in a written engagement
letter. We charge on an hourly basis plus expenses.
We will estimate our fee in advance and provide you a
reasonable period of time to review and decide whether to
proceed.
We provide an engagement
letter, outlining our understanding of our engagement and
our anticipated compensation. This letter is assumed
to renew automatically unless specific notification to the
contrary is provided. We want to work with you to have
a successful client and advisor relationship.
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. |
