What to Expect

At Boardman Wealth Planning, we believe it is more important to over-educate rather than under-educate. Therefore, we are constantly reaching out to our clients, striving to keep them abreast of the most recent financial news, laws, and overall market information. Our clients come to expect in-depth reviews with communications between reviews on demand when their personal lives require it. These communications include one on one meetings, meetings with other professionals in the tax, insurance, or legal professions, and/or conference calls. In addition, we write our own proprietary Weekly Update commentary every Monday, emailing a copy to our clients and posting a copy on our website. Every three months, we host conference calls for our clients and their guests on different subjects such as updated tax law, social security, Medicare/Medicaid, estate planning, long-term care insurance, etc. Finally, we also host client events to discuss market updates. These include but are not limited to our Forecasts Past and Present, Half-Time Report, and the Year-End Review.