| 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 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. |
