About Us

Boca Retirement Strategies

Financial Guidance for Lifelong Success

Led by Hunter Brockway, Boca Retirement Strategies is a 100% fee-only firm, committed to your financial goals with unwavering fiduciary integrity.
Based in South Florida and Western Massachusetts, we prioritize genuine, lasting partnerships. Let’s explore if we align for your financial journey.

Direct Wealth Guidance

We keep it simple. You have financial goals; we provide the roadmap to reach them.

Efficient Tax Planning

Taxes can be complex. We offer clear solutions to make sure your retirement income works harder for you.

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Our Client-Centric Process

Our commitment is to provide value first, ensuring you see the benefits before committing a penny of your savings. Ready to take the next step towards a stress-free retirement? Let’s start this journey together.
Philosophy

Our Core Values

At Boca Retirement Strategies, our core values aren’t just words on a page. They’re the guiding principles that shape our actions, inform our decisions, and define the very essence of our client-first approach.

Integrity

We adhere to the highest standards of honesty and transparency in all our interactions.

Honesty and transparency aren't optional; they're integral. We take pride in always putting your best interests at the forefront of every decision.

Commitment

Our dedication to your financial success is unwavering.

Financial landscapes may change, but our commitment to guiding you through every twist and turn remains steadfast.

Personalized Service

Your financial journey is unique, and so is our approach to guiding it.

Our priority is understanding your individual needs, goals, and aspirations to offer solutions that truly resonate.

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Why Choose Us?

Why does Boca Retirement Strategies, Inc. do what we do? To put it plainly, we want to help people.

As Americans, money touches every part of our lives whether we like it or not. Data from the American Physiological Association shows that personal finance is the number one cause of stress in Americans, even over family obligations, work, and personal health. These levels of stress can negatively affect relationships and physical wellness. Studies show that close to 64% of all Americans will retire without enough money.

With factors like those in play, we truly believe that what we do here at Boca Retirement Strategies is potentially life-altering and life-saving work. With our carefully implemented retirement income strategies, we aim to help our clients retire successfully, stress-free, and without running out of money. Boca Retirement Strategies, Inc. aims to alleviate the stress of money by guiding our clients through their financial life decisions. We aim to provide individuals with strategies and solutions that result in clarity, security, and financial confidence. Most importantly, we do this so effectively by developing trustworthy, lifelong relationships with our clients. It’s through these relationships that we strive to see our clients living their lives to the fullest.

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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