Do you know where a financial advisor could add value for you? Maybe you’ve got a specific question or pain point, but what if you’re unsure? The answer might surprise you. Hi, I’m Hunter Brockway, founder of Boca Retirement Strategies, here to guide you to a successful stress-free retirement while spending more and avoiding being killed in taxes. Some people come up to us with specific questions like, how much money can I safely spend in retirement without running out of money? That’s great! We can definitely answer that. So, what if you don’t have a specific question, or what if you’re unsure of all the other?
The truth is, even if you do have one big question, there’s often much more going on behind the scenes that needs attention. Here’s the thing, most people think financial planning is about finding a singular million dollar strategy that’s glaringly obvious. If it were that simple, you wouldn’t need a financial advisor. Instead, the real value is in the details, in the strategic weaving of the tax code, aligning with your investments, with your goals, and making sure every piece of your financial plan works together. That’s where 80% of the work is done. For example, tax strategies are one of the biggest areas where we deliver value.
Whether you’re a small business owner or a retiree, taxes are often one of your largest expenses. We often uncover opportunities to reduce those tax bills, opportunities that our clients didn’t even know existed or wouldn’t have acted upon without a push. And yes, sometimes it takes a little gentle bullying on my part to make sure clients take action. This is why every prospective client who sits down with us receives a comprehensive analysis of their financial situation. We cover retirement income strategies, tax planning, risk management, investments, legacy and estate goals. It’s about making sure every piece of the puzzle is aligned so you can achieve your financial goals.
I’m Hunter Brockway, founder of Boca Retirement Strategies. If you’re interested in seeing our process and wanna see how we can help you, send us an email at contact@bocaretirement.com. We’d love to walk you through an analysis and help you build a plan that gives you clarity, confidence and peace of mind.
