Boulay Financial Advisors Services

Investment Management

The BFA approach to investment management is focused on a dynamic process rather than selling products. Our advisors provide you with direction by developing a diversified long-term investment strategy designed for your unique needs. We help our clients “get there” by adhering to a dynamic process of planning, implementing and monitoring.

Retirement Planning

With proper planning, implementing and monitoring your resources will be sufficient to provide the financial security you desire. Whether you are in the accumulation phase or the distribution phase, our advisors can help design a strategy. We emphasize tax efficient distribution planning as a key to providing income for your lifetime.

401(k) Investment Services

We specialize in offering investment solutions that meet the needs of the employer as well as the employee. We offer 401(k) investment selection, plan design, administration and contribution planning.

Based on your expectations, we are available to meet with the plan trustee regularly to review the performance of the plan and to recommend improvements. We can also conduct meetings with new employees or a group of employees as they become eligible to participate in the plan.

Estate Planning

You’ve worked a lifetime to build assets to benefit yourself and your family. We can help you define a clear vision for your financial future by creating an effective estate plan designed for you and your heirs. We will work with you, your family and other advisors to put your plan into action using tax-efficient vehicles that allow for maximum wealth preservation while minimizing external risks.

Insurance Strategies

A BFA advisor can help you determine your needs to protect your family and business from unexpected events using solutions such as disability income insurance, life insurance and long-term care insurance.

Asset Preservation

We will assess your situation in light of risk tolerance and financial goals and help you develop a strategy to protect your assets through ownership, investment and insurance.

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC Investment Advisory services offered through Investment Advisor representatives of Boulay Financial Advisors, LLC Boulay Financial Advisors, LLC is not affiliated with 1st Global Capital Corp. We currently have individuals licensed to offer securities in the states of MN, FL, IA, WI, WY, NY, CO, OR, AZ, ND, SC, GA, AL, CA, KS, MO, TX, PA and CT. This is not an offer to sell securities in any other state or jurisdiction.