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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

The following lists are not conclusive to everything we have to offer.  Please contact us if you are interested in something you don’t see here.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Strategies

401(k) Planning

403(b) Planning

College Plans

Estate Planning Strategies

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Health Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

andy@booneriverfinancial.com | (515) 832-1319