“I want my clients to understand exactly what is going on in their financial world, and to be comfortable and confident that the decisions we are making are leading them to reach their goals.”
– Mike Rodenbaugh, Owner & Founder
We know what questions you need answered to successfully reach your goals. Do you?
Boardwalk Financial Strategies is committed to helping clients reach their financial and lifestyle goals. We believe that education is a critical, yet often ignored component of the wealth management process. Because our approach is conflict‐free, not product‐centered, we begin our client relationships with a conversation. From that first discussion, we begin educating clients on planning opportunities, portfolio construction, and the best financial path to reach their goals.
The Knowledgeable Investor
We believe all clients should be educated clients. We dedicate time during the onboarding process and at quarterly meetings to discuss what matters most:
- Personalized financial plan construction
- Tax‐efficient investing opportunities
- Relevant financial planning topics
- Boardwalk’s investment methodology
We pride ourselves on simplifying the complex and providing peace of mind, and education is key to delivering that comfort to our clients. Because each individual and family situation is unique, we often work with multiple generations and help educate an entire family so that everyone involved understands the “big picture” financial plan.