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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
Documentation
- Retirement Plan
Administration Services through JHB
- Retirement Plan
Investment Review
- Employee Communication and
Participant Education
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. |
