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MN 952.893.9320
FL 239.325.1100

Wealth Accumulation Planning

Working closely with a Boulay wealth advisor and tax professional helps manage your risks and optimize income and estate taxes.

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Retirement Income Planning

Boulay Financial Advisors created our retirement planning solution around managing these risks and helping simplify the complexity of retirement income planning.

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Investment Management

We help you determine which direction to take with your investments by planning, implementing and monitoring as you climb the retirement mountain.

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Employer Retirement Plans

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.

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Estate & Trust

Your estate plan is the map used by loved ones to determine your intentions once you are no longer able to control them.

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Insurance Strategies

By equipping ourselves with the right tools, we can help manage unexpected events from devastating your financial plan.

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Charitable Giving

Tax efficiency, simplicity and flexibility make naming a charitable organization a great starting point for those interested in leaving a charitable legacy.

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Tax Optimization Strategies

While paying taxes is often unavoidable, we help minimize/optimize your tax by offering through our tax optimization services

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Specialty Services

Your wealth plan may require different types of guidance or advice depending on what you experience during your journey.

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Business Succession

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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