Building wealth is a choice, not only for a chosen few
True wealth is not only defined in financial terms. Although it certainly is a part, we understand our client’s values, concerns and cares to create personalized financial plans that focus on unique needs.
Our Specialty
At The Boring Financial Company we specialize in generational wealth management. We understand that wealth that passes on happens because of strategic planning. As a second generation wealth management firm, we understand what it takes to create and transfer wealth.
Life
Events
Life is full of changes, and surprises. We’re with you to help make sound financial decisions.
Business ManageR
Learn how we can relieve you from the daily hustle so you can focus on growth.
Investment
Advice
The most successful people all have coaches with is why we work with you to achieve your financial goals.
Tax
Strategies
We teach you how to use unique legitimate tax strategies that you may be missing
Philosophy
We believe that the tried and the true beat the bold and new when investing. This is why we focus on core principles that have produced result for some of the most successful people in the world. Quite often, those disciplines may not be exciting, but if boring actions achieve your desired results they might not be that boring.
How we Can help
SERVICES
Growth Investing
The aim of many investors is to preserve and grow capital. In today’s landscape professional financial advisors have developed strategies to help you capitalize on investments while protecting you in the process.
Retirement Planning
Our approach to overseeing our clients investment portfolios has been based on personalized account planning, risk minimization, and disciplined professional money management.
Estate Planning
The care and importance associated with estate planning can be daunting, but we make the process easy and efficient. By working with a team of attorneys that only focus on estate planning allows us to serve you best.
Education Planning
Sending a child off to college is not always emotionally easy. Yet the financial part can be seamless and well planned. We educate our clients on the the tax benefits of planning early so you can enjoy the years of higher education with the future graduate.
Elder Care
Elder care is not always a easy conversation but it is an important conversation. We start by understanding your needs and desires. Then our team of elder care expects craft a plan for your loved one's best interest. Long Term Care and life insurance is a vital part to a successful financial plan.
Financing
Requesting a business loan or home loan is not an easy task. When you have a strategic plan prior to engaging with a lender you increase your odds or success drastically. We help you curate an organized approach towards your financing. Let’s talk about your plan today.
From Our Financial Magazine
FEATURED Insight
Book an Appointment
In a short 10 minute conversation, we can get to understand your ideas, goals and needs to match you with the best financial advisor suited for your style to help you create a financial plan towards your goals.