Broker Check

Our Firm

We provide warm, personalized service and have received numerous recognitions for our contributions to financial planning field. In fact, in 2014 Jerry Boda, CFP® was ranked 16th in the nation by his broker dealer, Osaic Wealth, Inc., earning membership into the distinguished "Champions Circle" and the "Million Dollar Club."1,2

We offer the advantages of a local independent firm which enables us to provide customized solutions, such as offering securities through 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 personalized level of professional 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 Wealth Distribution During Life
  • Plan Wealth Distribution 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

1These achievements are based on sales production for the year stated.

2Based on Experience, Training, Education and Certifications.

Third-party rankings and recognitions from rating services or publications are no Guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.

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