Our firm, Boden and Associates, focuses on helping both individuals and business owners to achieve wealth and tax effective planning. Our team creates plans for clients in all stages of wealth accumulation as well as future income planning. Our vast range of knowledge and hardworking team of women are here to provide you with guidance and honest advice tailored to your unique financial situation.

“Define success in your own terms, achieve it by your own rules, and build a life you’re proud to live.”
- Anne Sweeney, Co-Chair of Disney Media Networks

Who We Serve

For individuals

 

 

Insurance products

 

Retirement and investment products

For businesses

 

 

Group benefits

 

Group retirement and savings plans

Our Team

We help build, manage, preserve and transition wealth for anyone!

Financial Updates

What to Do With with a Sudden Windfall

Laura Boden |
Categories
Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Laura Boden |
Categories
Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And if you know these common travel mistakes, you’ll be much better prepared to get away and make it a truly great experience.