FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
1224 Mill Street, Building B
Bridging the Confidence Gap
When Markets React
It May Be Time for a Financial Checkup
Common Sense Solutions for long term financial management.
At Boundless Financial Solutions, we feel it is about understanding the client's problems, understanding their goals, and developing a strategy that can meet those goals under all conditions.
Understand it is not about products...It is about our team of people and their core set of guiding principles. Our Team approach helps us to provide comprehensive strategies for retirement income planning, asset allocation, asset location, wealth creation, and estate protection. Not every team member is an expert in everything we do, but each team member has developed knowledge which is valuable in contributing to our clients' success.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We are available 24/6 (we honor the Lord's Day) for all your financial needs!
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
We measure success by helping evaluate their current position and their future needs and we use that to develop measurable retirement goals. We consider it successful when we can demonstrate a strategy that can enable clients to transition into retirement under all conditions… In other words, we seek to mitigate the influence of financial markets, outliving your money, health risk, political risk, and other concerns that can keep the average retiree up at night and distracted from having a stress free retirement.
We encourage our advisors to tailor solutions to their clients. Unique answers for every situation.
We use a proprietary process to develop custom strategies to meet each client's needs. As each client's needs are different, each solution may contain similar elements, but certainly no two could be identical. Each strategy incorporates factors such as: