What We Do

At Boone River Financial, our approach is practical and effective because we focus on your needs, not just the numbers. Whether you are someone who has never talked to a financial planner or if you have already taken a proactive approach to creating a solid financial future, we can provide you the services you need, when you need them.

Investment Management

Review Goals and Objectives
Risk Tolerance Analysis
Investment Policy Statement
Net-Worth Analysis
Cash-Flow Analysis
Asset Allocation
Portfolio Re-balancing
Portfolio Performance
Tax and Cost Basis Reporting

Comprehensive Financial Planning

Financial Position Analysis
Retirement Need Analysis
Distribution Strategies
Education Funding Strategies
Tax Planning Strategies
Protection Planning
Estate Planning Strategies
Review Goals and Objectives
Risk Tolerance Analysis
Investment Policy Statement
Net-Worth/Cash-Flow Analysis
Asset Allocation
Portfolio Re-balancing/Performance
Tax and Cost Basis Reporting

401k Advisory Services

Development of an Investment Policy Statement
Comprehensive Portfolio Construction
Investment Monitoring and Due Diligence Process
Employee Education
Annual Plan Review
Facilitation of Request for Proposal Process
Provider Proposal Analysis
Coordination with other Professionals

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