Our Firm

We provide warm, personalized service and are recognized as one of the leading financial planning firms in the country year after year. In fact, Jerry Boda was recently named one of America's Best Financial Planners by Consumers' Research Council of America.

We offer the advantages of a small independent firm which enables us to provide customized solutions and we offer the advantages of being partnered with AIG Financial Advisors Inc., one of the nation's largest independent broker dealers which provides independent financial advisors on-going industry training, information, and extensive administrative support from their home office. All this translates to a unique level of professional and personal service for every individual client.

Financial planning works best with people who are willing to learn, grow and take action, when there is a difference between where they are now and where they want to be. Most of our clients desire ongoing professional assistance in the creation and implementation of strategies to reach their life goals.

We help our clients:

• Create Wealth
• Preserve Wealth
• Plan the Distribution of Wealth During Life
• Plan the Distribution of Wealth at Death

We provide comprehensive or specific advice on:

• Financial Planning
• Retirement Planning
• Divorce Planning
• College Planning Tax Planning
• Estate Planning
• Money Management
• Risk Management & Evaluation of existing insurance coverages
  • Long Term Care
  • Health Insurance
  • Life Insurance
• Charitable Gifting Strategies