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Retirement Plans

We design client-specific programs tailored to individual objectives.  Plans can be more flexible than many clients realize.  We recognize that different companies have varying needs when it comes to retirement planning.  Therefore, we build plans to suit the specific needs present.  In becoming involved in a client's retirement plan, we provide full service, one-stop retirement planning services.

Qualified retirement plans include Defined Benefit Pension Plans, Profit Sharing Plans, Keogh Plans, and other tax deductible programs which will accumulate wealth and retirement funds for the benefit of business owners and employees.  Our clients' plans range in size from one participant to several thousand participants.  Our services include:

  • Retirement Plan Design
  • Retirement Plan Documentation
  • Retirement Plan Administration Services through JHB
  • Retirement Plan Review
  • Retirement Plan Investment Review
  • Employee Communication and Participant Education
  • Other Pertinent Services


For more information, please visit Jacob, Haxton & Boord, LLC.

 


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.

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