Atlanta, GA, 17-JAN-2012 -
Ralph Boardman, Atlanta financial advisor has been recognized for his success and commitment to providing advanced financial planning strategies to individuals who wish to increase the growth and stability of their portfolios and achieve greater long-term financial security.
When interviewed recently Mr. Boardman stated, “I work closely with my clients to ensure that they have the financial strategies in place to achieve their goals for the future. More people are recognizing the need to have an effective strategy in place to ensure they will be financially secure in the future. The volatile economy, loss of retirement savings, housing losses, and increasing debt burden on individuals and the government make depending on one single source of income for the future very tenuous. I individualize plans and offer solutions that fit the needs of my clients and will help them to more effectively achieve their goals.”
Mr. Boardman uses a holistic approach when developing a financial plan for clients that takes into consideration their current lifestyle and spending, as well as their desires for the future. He provides information and options about how his clients can create more protection against market loss, create consistent streams of income over the long-term and become more active participants in their financial future.
At the initial consultation with Mr. Boardman, clients discuss their long-term goals as well as their current portfolio and investment strategy. Mr. Boardman will review the information collected and develop solutions for potential gaps or issues with the portfolio. He also monitors the portfolio and advises clients when a change should be implemented to maintain the target goal.
To get more information about the strategic advanced financial planning provided by Ralph Boardman, Atlanta financial advisor visit http://www.TaxAndFinancialStrategies.com today. Individuals and members of the press wishing to get more details about this press release will find contact information below.
Tax and Financial Strategies, Inc.
Corporate Office Center
2300 Lakeview Pkwy., Suite 700
Alpharetta, GA 30009
Telephone: 678-916-3800 or 770-752-9944
Summary: Ralph Boardman, Atlanta financial advisor provides individuals wishing to structure a plan that will give them a more secure financial future with the advanced financial planning they need. Mr. Boardman evaluates and analyzes an individual’s current portfolio and make provides the important information that is needed to make knowledgeable and informed decisions regarding establishing new growth strategies.