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Philosophy
Profiles
Compensation
Corporate Disclosure
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Our Philosophy
At Boord & Associates we believe the following:
Our
first responsibility is to ask questions and to listen carefully to you in
order to better understand your objectives, concerns, responsibilities and
dreams. Estate, business and retirement planning programs are
intended to help you achieve your objectives. Our first criterion is
whether the proposed plan will help you to achieve your objectives, while
improving your opportunities and help reduce income and estate taxes.
Rarely
is any one option perfect. We strive to explain both the advantages
and disadvantages to any course of action. When multiple options are
available, we want to explore each option to help determine which is most
beneficial to you, your family, and your business.
We
want to compliment, not compete with, your other advisors. The
combined advice of your CPA, attorney and Boord & Associates is most
likely to benefit you. Each advisor brings unique talents, experience
and understanding to the planning process. The open exchange of information
and cooperation of advisors provides the greatest potential for client
benefit.
Planning
is a journey, not a destination. We are beginning the planning
process. Periodic reviews, modifications and updates will best serve
you, your family and your business.
We
expect to be fairly compensated. We are not the lowest price
provider. Our aim is to provide value and service for a fair and
competitive cost.
We do
not blindly accept any insurance illustration. We rely on facts, not
fiction. We believe financial facts, third party ratings, and
actual past performance can be better indicators of reasonable
expectations than hypothetical sales illustrations.
You
purchase life insurance to obtain a death benefit. This guarantee of
a death benefit has a cost. This cost affects the performance
of any insured product.
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.
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