Working closely with a Boulay wealth advisor and tax professional helps manage your risks and optimize income and estate taxes.
Boulay Financial Advisors created our retirement planning solution around managing these risks and helping simplify the complexity of retirement income planning.
We help you determine which direction to take with your investments by planning, implementing and monitoring as you climb the retirement mountain.
Boulay’s 401(k) experience comes from many years as a guide–administering benefit plans and providing investment advisory services to groups of all sizes.
Your estate plan is the map used by loved ones to determine your intentions once you are no longer able to control them.
By equipping ourselves with the right tools, we can help manage unexpected events from devastating your financial plan.
Tax efficiency, simplicity and flexibility make naming a charitable organization a great starting point for those interested in leaving a charitable legacy.
While paying taxes is often unavoidable, we help minimize/optimize your tax by offering through our tax optimization services
Your wealth plan may require different types of guidance or advice depending on what you experience during your journey.
You have three options to consider when transitioning your business. You can sell it to a third party, transfer or sell it to family members or sell it to current employees.
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