Broker Check

100 Old Wilson Bridge Road
Suite 214
Worthington, OH 43085

Retirement & Wealth Planning, Inc.

614.785.6600

 
How to Bake a Pie-R-A Forecast Surprises Extended Care: A Patchwork of Possibilities

Our name and emails have changed, but we're still us.

Boord & Associates, LLC has officially become Retirement & Wealth Planning, Inc., and although our name and email addresses have changed, our team, our location and our commitment to our clients all remain the same, (and our old emails addresses will continue to work as well).

Thank you for your support during this transition and we look forward to serving you as Retirement & Wealth Planning, Inc..

Retirement & Wealth Planning, Inc., is a professional retirement planning, business planning, individual financial services and estate planning firm.

For our business clients, we specialize in offering qualified and non-qualified retirement plans, buy-sell planning and business succession planning. Working with Jacob, Haxton & Boord, LLC,* we help design, administer, fund, communicate and manage retirement and other benefits plans for our clients.

We work with clients to help them offer better retirements to their employees and to help accumulate wealth for the owners.

We develop client relationships. In addition to offering retirement and business planning to our clients, we offer a variety of insurance and investment products, and other supplemental services associated with our core retirement planning practice.

We work with your other selected advisors to present coordinated strategies and programs which may help you better achieve your stated objectives.

Our intent is to provide a clear explanation of our services, charges, responsibilities and expectations. We support open disclosure of philosophy, compensation, education, experience, and other qualifications. We want to help you be better informed as you work through this important area. Suggestions, input, and pertinent comments are graciously received.

*Jacob, Haxton, and Boord is not an affiliate or subsidiary of PAS or Guardian. 

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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There are a number of ways to withdraw money from a qualified retirement plan.

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

A Bucket Plan to Go with Your Bucket List

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