Retirement Plans

Financial Planning

Insurance

Annual Reviews 

Living Balance Sheet

A number of our clients have retained us for the specific purpose of helping them in the purchase of insurance.  Life insurance, disability insurance, Long Term Care Insurance and other insurance products can appear to be confusing and illusionary. 

We strongly believe that current financial information, past performance, corporate philosophy and ratings by third-party rating services are more important criteria for the choice of an insurance carrier, product, or policy than are sales illustrations.  Sales illustrations are based upon reasonable assumptions as determined by a specific insurance carrier.  As a result, sales illustrations are inappropriate for anticipating future performance, cost, and competitive advantages of one carrier versus another.

Larry F. Boord is a Registered Representative and Financial adviser of Park Avenue Securities, LLC (PAS) 120 East 4^th 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.