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Retirement Plans
Financial
Planning
Insurance
Annual
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Services
Boord & Associates offers a variety of services,
providing comprehensive estate, business, and retirement planning for our
clients. These services are intended to help clients achieve stated
objectives and to help minimize tax and legal complications.
Click
on the links to the left to learn more details about the services
which we provide.
Our
planning services are provided primarily to :
- professionals, executives and individual business
owners
- employees covered under employer-sponsored benefit
programs
- business entities
- employee benefit plans
We
find it difficult to explain all the services we provide to our
clients. With each client the extent of our relationship
varies. We tailor our services to the specific goals and objectives
of our clients. We have established our practice by providing quality
service, advice and products to select clients.
Neither
Park Avenue Services, Guardian, nor their representatives provide legal or
tax advice.
Referrals
We
accept referrals and introductions to prospective clients. Satisfied
clients and advisors are our best representatives. We prefer to meet
new clients by introduction through an existing client or friend of the
firm. If you have someone you would like us to meet, please
introduce us.
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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