Stress free, confident retirement.

Spend more money. Save more in taxes. Enjoy retirement.
Embark on a journey toward a stress-free, financially secure retirement with Boca Retirement Strategies, Inc. We specialize in comprehensive wealth management that aligns with your unique goals, serving as your guide to saving more in taxes, increasing your retirement income, and enjoying your golden years to the fullest.
Your Trusted Financial Partner

Who We Provide the Best Retirement

Pre-Retirees

Retirement is on the doorstep – let’s make sure you’re ready, financially and emotionally.

Small Business Owners

We come from a family of small business owners and understand the hard work that goes into it.
Boca Based

Full-Spectrum Financial Planning

Boca Retirement Strategies, Inc. is a fee-only wealth management firm specializing in tackling the unique challenges investors face in tax planning, retirement income, and risk management.
Hunter Brockway, Founder & CEO
Leading the way in fiduciary excellence.
Our comprehensive approach covers wealth management, tax strategies, and estate planning to provide you with holistic financial solutions.
We build lasting relationships based on candid advice that aligns with your personal goals and values. As a 100% fee-only firm, we adhere to the highest moral, fiduciary, and ethical standards.

Upholding Fiduciary Standards

Fiduciary values and principals at both a moral and legal level.

Fee-Only, Transparent Costs

Full disclosure and trust form the bond of our relationship.

Our Process

Interested in Working Together?

See the value in hiring us before trusting us with a penny of your nest egg via our three-step process that ensures we’re a perfect fit for your financial future.

Step 1: A Phone Call

Let’s have a simple 15-minute phone conversation to find out if we are a good fit for you, and you a good fit for us.

Step 2: Discovery Meeting

We have an hour-long meeting to get clear on your individual situation, goals, needs, and concerns.

Step 3: In-Depth Analysis

We present a thorough analysis of your financials along with clear advice for a successful retirement.
YouTube

Our Latest Video

Tailored for both individuals and businesses, our videos are designed to guide you toward a prosperous financial future. Tune in now to stay ahead in the finance game!
Hunter discussing financial milestones.
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FAQs

Quick answers to frequently asked questions we receive.

The initial consultation comes with no cost or obligation. We aim to discover if we’re a suitable match, and if so, we’ll proceed from there.
A Fiduciary Financial Advisor is legally bound to prioritize their clients’ best interests above their own.
At a large firm, you’re often just a number. With us, you get personalized attention and tailored financial plans.
We bring the expertise and insights to guide you along the optimal financial path, allowing you to focus on living your life.
Yes, we are! As fiduciary advisors, we prioritize our clients’ best interests and uphold the highest levels of transparency and ethical standards.

8 Questions to Ask a Financial Advisor

Are you asking the right questions to secure your financial future? Gain access to our free guide on what to ask a prospective financial advisor by filling out the form below.

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