Wealth Management & Financial Planning Services

Forming a relationship with the right financial professional can be the single most important step guiding you towards achieving your goals. This relationship can help you protect your most valuable asset - peace of mind. David Boczar is committed to assisting you by helping you develop a personalized financial strategy that's well suited for your life and can help you build financial freedom and achieve your other objectives.

There are six broad areas of an effective financial plan:
(1) Current Financial Position,  (2) Risk Management, (3) Wealth Accumulation, (4) Tax Planning,* (5) Retirement Planning, and (6) Estate Planning*.

Within these broad areas are more specific topics such as:

  • Asset Management
  • Retirement Planning
  • Asset Conservation Strategies
  • Educational Planning Strategies
  • Wealth Transfer
  • Succession Planning
  • Risk Management/Life Insurance Planning
  • Long Term Care Planning
  • Savings/Accumulation Strategies

Working comprehensively with a perspective on all of these areas, the first step is to take a close look at your goals and objectives and then deciding which ones are the most important to you.

The right financial professional, crafting a personalized strategy designed with your specific goals and objectives in mind, can help you get from where you are today to where you desire to be tomorrow.


*Please seek the guidance of your professional tax and legal advisors before making any decisions.