Who We Serve

Who We Serve 2019-02-20T18:13:02+00:00

Many life events may create financial planning opportunities, including:

  • Retirement, job change or big promotion
  • Marriage or divorce
  • Death of a parent
  • Birth or adoption of a child
  • Sale of a business
  • Inheritance
  • Social Security eligibility
  • Turning 70 1/2 – distributions required from your IRA or 401(k)

Boardwalk serves families, Individuals and Business Owners with $1+ Million in Investable Assets.

If you can be described by any of the following, Boardwalk Financial Strategies may be the financial partner that meets your needs:

  • You want someone to help you make smart financial decisions and evaluate those you have made in the past
  • You are tired of worrying about your portfolio and which investments to hold or don’t possess the time or expertise to do it on your own
  • You appreciate thoughtful consideration and attention to detail
  • You value complete transparency in your adviser’s fee structure
  • You don’t want any “products” pushed on you
  • You recognize the importance of independence ‐ an adviser free from the conflicts of interest that plague the investment industry
  • You are looking for an adviser who will be responsive to your calls and questions
  • You are interested in having a personal long‐term relationship with an advisor who understands your full financial picture, not just pieces of it
  • You are interested in working with professionals who have advanced technical expertise and a commitment to ongoing professional education
  • You want a qualified adviser with deep experience in the areas of portfolio management, estate planning, tax planning and preparation, retirement planning, and other specialties

By establishing the appropriate plan for you and your family, Boardwalk clients are well positioned to enjoy the road ahead. Ask yourself, how are you positioned for life’s major changes? Contact us today to learn how we can help you and your family achieve your goals.

Interested in a Free Consultation?