Texas Monthly
2010 Five Star Wealth
Management Award**

 

 

Jerry Boda named one of
America's Top
Financial Planners
 for 2008-2009 by
The Consumers' Research
Council of America

 

 

Our business model which is built upon a values based philosophy & uncompromised ethical standards has been servicing clients for over  27 years.  We take the time to understand your needs and strive to surpass your expectations with accurate & personalized service.  We 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 Planner™ professional 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 one of the leading independent broker-dealers 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


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.

 

NOTE:  When you link to Sponsored Charities or Useful Website, you are leaving this web site and we do not make any representation as to the completeness or accuracy of information provided at these web sites; therefore, you assume total responsibility and risk for your use of these web sites. We are not liable for any direct or indirect technical or system issues arising out of your access to these web sites.
Calculators

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.

LTCI Cost of Waiting

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

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