Jerry Boda named one of
America's Top
Financial Planners

 for 2006-2007 by
The Consumers' Research
Council of America

Our values based philosophy & uncompromised ethical standards have attracted clients for over 23 yrsWe take the time to understand your needs and strive to surpass your expectations with accurate & personalized serviceWe employ some of the most sophisticated investment advisory services and help you select from among the thousands of investment choices that are well suited for your individual circumstances.

When you become one of our clients, you're forming a partnership with a Certified Financial Plannerprofessional who understands your needs. You can expect to enjoy a relationship with an independent Certified Financial Planner professional who is always close at hand to offer guidance and advice based on his experience in the field.  Jerry takes a personal interest in every client he represents, always looking to build a solid relationship you can trust.

In order to facilitate this attitude, Jerry has affiliated with AIG Financial Advisors, Inc. as a Branch Manager to access their high level of support and leading edge technology, resulting in more time spent directly with you.



Our Relationship with

AIG Financial Advisors, Inc. (AIGFA) is one of the nation’s largest broker-dealers in total account assets.  With 2,450 affiliated independent financial advisors and more than 600 OSJ managers, AIGFA is headquartered in Phoenix.  AIGFA supports fee-based financial advisors with one of the most robust technology platforms and largest advisory services teams in the industry. AIGFA’s dedicated business development team addresses the unique market needs of affiliated financial advisors by providing customized business solutions that achieve long-term growth objectives. AIGFA is a registered broker-dealer and SEC registered investment adviser, member FINRA and SIPC, and member company of American International Group, Inc.

Securities accounts are cleared through Pershing, the leading provider of comprehensive brokerage execution and clearance to financial organizations worldwide. Securities and cash awaiting reinvestment held in custody by Pershing customer accounts are insured up to the total amount held in the accounts. Of this total, the Securities Investor Protection Corporation (SIPC) provides $500,000 of coverage, including $100,000 for claims for cash awaiting reinvestment. The remaining coverage on both cash and securities is provided by Pershing through a commercial insurer. The account protection applies when a SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in market value of investments.  For more information on Pershing, refer to the company's web site at www.pershing.com.  Explanatory brochure is available upon request or at www.sipc.org.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

World of Opportunity

It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.

Estimate the Cost of College

Determine how much needs to be saved annually so the youngsters in your family can afford college.

Check the Volume

6.5 billion shares of stock changing hands in a single day sounds like a lot - but is it? How would you know? Why would anyone care?

Diversify and Conquer

If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio.

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