Broker Check

100 Old Wilson Bridge Road
Suite 214
Worthington, OH 43085

Retirement & Wealth Planning, Inc.

614.785.6600

 

Compensation

We are compensated by commissions and fees.  When life insurance, disability income insurance, long term care insurance or financial instruments are purchased we are compensated by commission.  Our compensation is affected by amount purchased, vendor chosen, and other factors.  We are willing to disclose all direct compensation.  Please feel free to ask if this is of interest to you.

We provide full service retirement plan design, administration services, consultation, communication, and advice for a fee.  

Projects which are to be provided for a fee are set forth in a written engagement letter.  We charge on an hourly basis plus expenses.  We will estimate our fee in advance and provide you a reasonable period of time to review and decide whether to proceed.

We provide an engagement letter, outlining our understanding of our engagement and our anticipated compensation.  This letter is assumed to renew automatically unless specific notification to the contrary is provided.  We want to work with you to have a successful client and advisor relationship.

Financial professionals at Boord & Associates are not permitted to provide such services that would qualify the financial professional as an ERISA fiduciary for a qualified plan. Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to the activities of Jacob, Haxton & Boord LLC.