Case Studies

Case Studies 2017-12-14T15:31:20+00:00

Retiree

Boardwalk Client Case Study: Retiree A retired couple found Boardwalk when they began losing confidence in the advisors they were using at their national bank.  They didn’t fully understand what or how they were paying for the investment services, and frequent turnover at the bank made it difficult to

Busy Professional

Boardwalk Client Case Study: Busy Professional An executive and spouse came to Boardwalk when they realized that, like so many others, in the midst of a busy work schedule and family life, saving and planning for their future had taken a back seat. Boardwalk quickly got up to speed

Small Business Owners

Boardwalk Client Case Study: Small Business Owner The husband and wife owners of a small business were initially referred to Boardwalk for assistance with their personal accounts within the company 401(k) plan. After a series of discovery meetings, Boardwalk executed on many significant financial planning opportunities: Helped the clients