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Boord &
Associates welcomes you to our home
page. We invite you to browse to learn more about our Estate,
Business and Retirement Planning Services.
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Larry F. Boord, JD, CLU, ChFC , Financial Advisor, Park Avenue Securities,
LLC.
Advisory
services are offered through Park Avenue Securities, a registered
investment advisor. The information on this site is intended for the
residents of Ohio, Michigan, New York, and California. The financial
representatives of Boord & Associates are not licensed to sell
insurance in all 50 states. To find out if a financial representative
is licensed in your state please contact Helga Klein at (614) 785-6600
Boord & Associates is a professional retirement planning,
business planning, individual financial planning and estate planning firm.
For
our business clients, we specialize in offering Qualified and non-qualified
retirement plans, buy-sell planning and business succession planning.
Working with Jacob, Haxton
& Boord, LLC, we design, administer, fund, communicate and manage
retirement and other benefits plans for our clients.
We
work with clients to help them offer better retirements to their employees
and to accumulate wealth for the owners.
We
develop client relationships. In addition to offering retirement and
business planning to our clients, we offer a variety of insurance and
investment products, and other supplemental services associated with our
core retirement planning practice.
We
work with your other selected advisors to present coordinated solutions and
programs which may help you better achieve your stated objectives.
Our
intent is to provide a clear explanation of our services, charges,
responsibilities and expectations. We support open disclosure of
philosophy, compensation, education, experience, and other
qualifications. We want to help you be better informed as you work
through this important area. Suggestions, input, and pertinent
comments are graciously received.
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 Registered
Representatives are securities licensed in Ohio, Michigan, New York,
California, Colorado, Florida, Illinois, Indiana, Kentucky, Louisiana,
North Carolina, Nevada, Montana 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 trademarks of The Guardian Life Insurance Company
of America, New York, NY.
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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