Boardwalk Financial Group

Boardwalk Financial Group Our first priority is your helping you take care of yourself and your family. Long-term relationships that encourage open and hone

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC www.finra.org www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to

accuracy or completeness. The financial professionals associated with Boardwalk Financial Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Today, we recognize and celebrate the hard work, dedication, and contributions of workers across the country. Labor Day ...
09/07/2026

Today, we recognize and celebrate the hard work, dedication, and contributions of workers across the country. Labor Day is a reminder that every achievement starts with effort, perseverance, and commitment.

Wishing everyone a safe, relaxing, and well-deserved holiday. ❤️💙

It's 401(k) Day! 💡 Have you checked in on your retirement savings lately? Whether you're just getting started or increas...
09/05/2026

It's 401(k) Day! 💡 Have you checked in on your retirement savings lately? Whether you're just getting started or increasing your contributions, every step counts toward your future financial security.

🚀 Make today the day you invest in tomorrow.

The earlier you start planning, the more opportunities you may have to prepare for the future you envision. https://www.boardwalkfinancialgroup.com/contact

If the unexpected happened tomorrow, would your loved ones be financially protected?Life Insurance Awareness Month is a ...
09/01/2026

If the unexpected happened tomorrow, would your loved ones be financially protected?

Life Insurance Awareness Month is a reminder to review your coverage and consider whether your family's needs have changed over time. 💡

We're here to help you explore your options and build a strategy that fits your goals.

📞 Contact us today to learn more. https://www.boardwalkfinancialgroup.com/contact

Michigan football season kicks off this weekend, and there's nothing quite like the excitement of game days, traditions,...
08/31/2026

Michigan football season kicks off this weekend, and there's nothing quite like the excitement of game days, traditions, and cheering on the Wolverines throughout the fall! Whether you'll be at the Big House or watching from home, we're looking forward to another season of unforgettable moments.

Check out the 2026 schedule and start planning for kickoff: https://mgoblue.com/sports/football/schedule/2026

Many married couples diligently save for retirement, but one often-overlooked strategy is coordinating workplace retirem...
08/28/2026

Many married couples diligently save for retirement, but one often-overlooked strategy is coordinating workplace retirement contributions to maximize employer matching benefits. Read the article to learn more about why this is an important strategy.

For couples looking to maximize their retirement savings, coordinating their 401(k) contributions could save them hundreds of dollars annually.

For many Social Security Disability Insurance (SSDI) beneficiaries, the idea of returning to work can bring both opportu...
08/21/2026

For many Social Security Disability Insurance (SSDI) beneficiaries, the idea of returning to work can bring both opportunity and uncertainty. Concerns about losing benefits or healthcare coverage often make the decision feel overwhelming.

Explore how the Social Security Ticket to Work Program supports SSDI beneficiaries with work incentives, Medicare protections and financial independence.

Whether it's finding ways to reduce spending, teaching children healthy money habits, or exploring opportunities to prep...
08/17/2026

Whether it's finding ways to reduce spending, teaching children healthy money habits, or exploring opportunities to prepare for future education expenses, every step can help build a stronger financial foundation.

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3025 Boardwalk, Suite 165
Ann Arbor, MI
48108

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