Boda Financial Group Inc

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Ourbusiness model which is built upona values based philosophy& uncompromised ethical standards has been servicing clientsforover 27 years. We takethe time to understand your needs and strive to surpass your expectations with accurate& personalized service. We employ some ofthe most sophisticated investment advisory services and help you select from among the thousandsof investment choices that are well suited for your individual circumstances.
When you become one of our clients, you're forming a partnership with a Certified Financial Planner professional who understands your needs. You can expect to enjoy a relationship with an independent Certified Financial Planner professional who is always close at hand to offer guidance and advice based on his experience in the field. Jerry takes a personal interest in every client he represents, always looking to build a solid relationship you can trust.
In order to facilitate this attitude, Jerryhas affiliated withone ofthe leading independent broker-dealersas a Branch Managerto access their high level of support and leading edge technology, resulting in more time spent directly with you.

Securities accounts are cleared through Pershing, the leading provider of comprehensive brokerage execution and clearance to financial organizations worldwide. Securities and cash awaiting reinvestment held in custody by Pershing customer accounts are insured up to the total amount held in the accounts. Of this total, the Securities Investor Protection Corporation (SIPC) provides $500,000 of coverage, including $100,000 for claims for cash awaiting reinvestment. The remaining coverage on both cash and securities is provided by Pershing through a commercial insurer. The account protection applies when a SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in market value of investments. For more information on Pershing, refer to the company's web site at www.pershing.com. Explanatory brochure is available upon request or at www.sipc.org.

NOTE: When you link to Sponsored Charities or Useful Website, you are leaving this web site and we do not make any representation as to the completeness or accuracy of information provided at these web sites; therefore, you assume total responsibility and risk for your use of these web sites.We are notliable for any direct or indirect technical or system issues arising out of your access to these web sites.

LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Use this calculator to estimate the cost of your childs education, based on the variables you input.
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Retirement Portfolio Lifespan

A Look at the Second-Half Outlook
Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.
Save More to Have More
There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.
Don't Let a Disability Cripple Your Family's Finances
One way to help protect against the financial ruin that a disability can bring is through disability income insurance.
Get to Know Your Beneficiaries
It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.
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** Five Star Award is presented to 7% of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com/wmresearch
Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.