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Corporate Disclosure

 

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.

 


Disability Income and Long Term Care products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY.  Products not available in all states.  Product provisions and features may vary from state to state. 

 

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.

 

100 Old Wilson Bridge Road Suite 214 | Worthington, OH 43085 | (614) 785-6600