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0px auto;" alt="Boardwalk Wealth Management"></h1> 933 934<h2 style="text-align: center;"><strong>Clarity When It Matters Most</strong><strong><br></strong></h2> 935<div class="row center-xs"><span class="delete-row"></span> 936<div class="col-xs-12 col-sm-12"> 937 938<h3 dir="ltr" style="text-align: center;">Fiduciary ⢠Independent ⢠Client-First<br id="isPasted"><a class="btn topmargin primary" href="https://calendly.com/fadiissa/30min" style="font-size: 14px;">Book a Free Meeting</a></h3> 939</div></div> 940</div> 941</div> 942</div> 943 944<div class="scroll-down"> 945<span></span> 946</div> 947 948</div> 949 950<div class="content-wrapper"> 951 952<div class="container">
953<main id="content" class="main-content" data-location="content" data-id="69f408978e315e484e495dc8" data-type="page" role="main"> 954<h2 dir="ltr"><strong>Financial Planning & Investment Management</strong></h2> 955 956<h4 class="accented" dir="ltr"><strong>For Individuals and Businesses in Ann Arbor, MI & Beyond</strong></h4> 957 958<p> 959<br> 960</p> 961 962<p dir="ltr">At Boardwalk Wealth Management, we strive to act as your partner in planning as you organize and enhance your financial picture. As someone with unique goals, you require personalization in terms of managing your money - which is where we come in. 963<br> 964</p> 965 966<p dir="ltr" style="text-align: center;"> 967<br> 968</p> 969 970 971<hr class="centerhr"> 972 973<h2 dir="ltr" style="text-align: center;"> 974<br><strong>What We Do</strong></h2> 975<div class="row"><span class="delete-row"></span> 976<div class="col-xs-12 col-sm-4"> 977<div class="accordion"> 978<a class="toggle-accordion" href="#"> 979<img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/jNVkRKPi8S/budget-1.svg" style="display: block; vertical-align: top; margin: 0px auto; width: 60px;" alt="Calculator icon"> 980 981<h3>401k & Retirement Transitions</h3> 982</a> 983<div class="accordion-content"> 984 985<p dir="ltr">Helping you make informed decisions about your retirement accounts â whether youâre leaving a job, retiring, or considering a 401k rollover.</p> 986</div></div></div> 987<div class="col-xs-12 col-sm-4"> 988<div class="accordion"> 989<a class="toggle-accordion" href="#"> 990 991 992<img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/83pmsdZuqh/piggy-bank-5.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Piggybank icon"> 993 994<h3>Inheritance & Wealth Transitions</h3> 995</a> 996<div class="accordion-content"> 997 998<p dir="ltr">Guidance during important financial moments, helping you make thoughtful decisions with a long-term perspective.</p> 999</div></div></div> 1000<div class="col-xs-12 col-sm-4"> 1001<div class="accordion"> 1002<a class="toggle-accordion" href="#"> 1003 1004 1005<img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/m_6LL4CbXS/chart-4.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Pie chart icon"> 1006 1007<h3>Investment Management</h3> 1008</a> 1009<div class="accordion-content"> 1010 1011<p dir="ltr">Building and managing a portfolio aligned with your goals, risk tolerance, and long-term plan.</p> 1012</div></div></div> 1013<div class="col-xs-12 col-sm-4"> 1014<div class="accordion"> 1015<a class="toggle-accordion" href="#"> 1016 1017<img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/xJ_hqPFMrC/oasis.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Palm Tree icon"> 1018 1019<h3>Retirement 1020<br>Planning</h3> 1021</a> 1022<div class="accordion-content"> 1023 1024<p dir="ltr">Creating a clear strategy to help you transition into retirement with confidence and sustainability.</p> 1025</div></div></div> 1026<div class="col-xs-12 col-sm-4"> 1027<div class="accordion"> 1028<a class="toggle-accordion" href="#"> 1029 1030<img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/72AtlFOvEY/money-24.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Money icon"> 1031 1032<h3>Tax-Aware Financial Planning</h3> 1033</a> 1034<div class="accordion-content"> 1035 1036<p dir="ltr">Structuring your financial decisions with tax efficiency in mind to help preserve and grow your wealth.</p> 1037</div></div></div> 1038<div class="col-xs-12 col-sm-4"> 1039<div class="accordion"> 1040<a class="toggle-accordion" href="#"> 1041 1042<img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/3EcZDWYyz8/computer.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Computer icon"> 1043 1044<h3>Ongoing Financial Strategy</h3> 1045</a> 1046<div class="accordion-content"> 1047 1048<p dir="ltr">Providing continuous guidance as your life evolves, ensuring your plan stays aligned over time.</p> 1049</div></div></div></div> 1050<!-- <h2 dir="ltr" style="text-align: center;"><strong>Our Services</strong></h2> 1051 1052<p class="is-m0 is-h4"> 1053 <br> 1054</p> 1055<div class="row center-xs"><span class="delete-row"></span> 1056 <div class="col-xs-6 col-sm-4 col-md"> 1057 1058 <p class="hero" dir="ltr" style="text-align: center;"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/jNVkRKPi8S/budget-1.svg" style="display: block; vertical-align: top; margin: 0px auto; width: 60px;" alt="Calculator icon"></p> 1059 <hr> 1060 1061 <p dir="ltr" style="text-align: center;">Investment Management</p> 1062 </div> 1063 <div class="col-xs-6 col-sm-4 col-md"> 1064 1065 <p dir="ltr" style="text-align: center;"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/83pmsdZuqh/piggy-bank-5.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Piggybank icon"></p> 1066 <hr style="text-align: center;"> 1067 1068 <p dir="ltr" style="text-align: center;">Financial Planning</p> 1069 </div> 1070 <div class="col-xs-6 col-sm-4 col-md"> 1071 1072 <p dir="ltr" style="text-align: center;"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/m_6LL4CbXS/chart-4.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Pie chart icon"></p> 1073 <hr style="text-align: center;"> 1074 1075 <p dir="ltr" style="text-align: center;">Risk Management</p> 1076 </div> 1077 <div class="col-xs-6 col-sm-4 col-md"> 1078 1079 <p dir="ltr" style="text-align: center;"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/VDc0z1yDWX/education-1.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Graduation icon"></p> 1080 <hr style="text-align: center;"> 1081 1082 <p dir="ltr" style="text-align: center;">College Planning</p> 1083 </div> 1084 <div class="col-xs-6 col-sm-4 col-md"> 1085 1086 <p class="accented" dir="ltr" style="text-align: center;"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/72AtlFOvEY/money-24.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Money icon"></p> 1087 <hr style="text-align: center;"> 1088 1089 <p dir="ltr" style="text-align: center;">Cash Flow Planning</p> 1090 </div> 1091 <div class="col-xs-6 col-sm-4 col-md"> 1092 1093 <p dir="ltr" style="text-align: center;"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/3EcZDWYyz8/computer.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Computer icon"></p> 1094 <hr style="text-align: center;"> 1095 1096 <p dir="ltr" style="text-align: center;">Company 401(k) Plans</p> 1097 </div></div> --> 1098 1099 1100<p dir="ltr" style="text-align: center;"> 1101<br> 1102</p> 1103 1104 1105<hr class="centerhr"> 1106 1107<h2 dir="ltr" style="text-align: center;"> 1108<br><strong>When Weâre Most Valuable</strong></h2> 1109 1110<p class="is-h4 is-m0 accented"> 1111<br> 1112</p> 1113<div class="row center-xs"><span class="delete-row"></span> 1114<div class="col-xs-12 col-sm-6"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/sI4HHPCcv4/business-1.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;
1114" alt="Business icon"> 1115 1116<p class="is-mb0 is-h3">Leaving a Job or Transitioning</p> 1117 1118<p>If youâve recently left a job or are planning your next step, one of the most important decisions is what to do with your retirement accounts â including your 401k rollover options.</p> 1119<hr class="left"> 1120<!-- this will trigger the overlay --> 1121<a class="open-overlay btn" data-target="small-business-owners" href="#">Learn More</a> 1122 1123<p> 1124<br> 1125</p> 1126<!-- this can go anywhere on the page --> 1127<div class="modal-overlay"> 1128<div class="overlay-content" id="small-business-owners"> 1129<button class="close-overlay">Close</button> 1130<div class="overlay-content-wrapper"><img alt="Business icon" src="https://static.twentyoverten.com/5eff7c83d983885826f93189/sI4HHPCcv4/business-1.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;"> 1131 1132<h2>Leaving a Job or Transitioning</h2> 1133<hr class="left"> 1134 1135<p dir="ltr">If youâve recently left a job, one of the most important decisions youâll make is what to do with your retirement accounts. We help you evaluate your options â including 401k rollovers â and make a decision aligned with your long-term goals.</p> 1136 1137<h4 dir="ltr">HOW WE HELP</h4> 1138 1139<ul> 1140<li dir="ltr">Review your 401k rollover options</li> 1141<li dir="ltr">Help avoid unnecessary taxes or penalties</li> 1142<li dir="ltr">Align your investments with your goals</li> 1143<li dir="ltr">Integrate decisions into a long-term plan</li> 1144 1145</ul> 1146</div></div></div></div> 1147<div class="col-xs-12 col-sm-6"> 1148<!-- this will trigger the overlay --><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/YcdYZxN5z2/family-12.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;" alt="Family icon"> 1149 1150<p class="is-mb0 is-h3">Receiving an Inheritance</p> 1151 1152<p class="is-mb0">An inheritance can create both opportunity and uncertainty. We help you make thoughtful decisions while keeping your long-term goals in focus. 1153<br> 1154<br> 1155</p> 1156<hr class="left"> 1157<a class="open-overlay btn" data-target="affulent-individuals-families" href="#">Learn More</a> 1158 1159<p> 1160<br> 1161</p> 1162<!-- this can go anywhere on the page --> 1163<div class="modal-overlay"> 1164<div class="overlay-content" id="affulent-individuals-families"> 1165<button class="close-overlay">Close</button> 1166<div class="overlay-content-wrapper"><img alt="Family icon" src="https://static.twentyoverten.com/5eff7c83d983885826f93189/YcdYZxN5z2/family-12.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;"> 1167 1168<h2>Receiving an Inheritance</h2> 1169<hr class="left"> 1170 1171<p dir="ltr">Receiving an inheritance can come with both opportunity and uncertainty. We help you make thoughtful decisions while keeping your overall financial picture in mind.</p> 1172 1173<h4 dir="ltr">HOW WE HELP</h4> 1174 1175<ul> 1176<li dir="ltr">Create a plan for inherited assets</li> 1177<li dir="ltr">Provide guidance during key decisions</li> 1178<li dir="ltr">Align assets with your long-term goals</li> 1179<li dir="ltr">Coordinate with tax or estate professionals</li> 1180</ul> 1181</div></div></div></div> 1182<div class="col-xs-12 col-sm-6"> 1183<!-- this will trigger the overlay --><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/xJ_hqPFMrC/oasis.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;" alt="Palm tree icon"> 1184 1185<p class="is-mb0 is-h3">Preparing for Retirement</p> 1186 1187<p class="is-mb0">Retirement isnât just about saving â itâs about having a clear, sustainable plan for the next stage of life.</p> 1188<hr class="left"> 1189<a class="open-overlay btn" data-target="pre-retirees" href="#">Learn More</a> 1190 1191<p> 1192<br> 1193</p> 1194<!-- this can go anywhere on the page --> 1195<div class="modal-overlay"> 1196<div class="overlay-content" id="pre-retirees"> 1197<button class="close-overlay">Close</button> 1198<div class="overlay-content-wrapper"><img alt="Palm tree icon" src="https://static.twentyoverten.com/5eff7c83d983885826f93189/xJ_hqPFMrC/oasis.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;"> 1199 1200<h2>Preparing for Retirement</h2> 1201 1202<hr class="left"> 1203 1204<p dir="ltr">Planning for retirement requires more than just saving. We help you transition into retirement with structure and confidence.</p> 1205 1206<h4 dir="ltr">HOW WE HELP</h4> 1207 1208<ul> 1209<li dir="ltr">Build a retirement income strategy</li> 1210<li dir="ltr">
1210Optimize withdrawals for tax efficiency</li> 1211<li dir="ltr">Review all accounts and benefits</li> 1212<li dir="ltr">Ensure long-term sustainability</li> 1213<li dir="ltr">Expanded Section: Established Professionals & Business Owners</li> 1214</ul> 1215</div></div></div></div> 1216<div class="col-xs-12 col-sm-6"> 1217<!-- this will trigger the overlay --><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/JGReffAd53/budget-1.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;" alt="Palm tree icon"> 1218 1219<p class="is-mb0 is-h3">Established Professionals & Business Owners</p> 1220 1221<p class="is-mb0">As your career or business grows, your financial life becomes more complex. We provide ongoing guidance to help you stay organized and intentional.</p> 1222<hr class="left"> 1223<a class="open-overlay btn" data-target="established-professionals-business-owners" href="#">Learn More</a> 1224 1225<p> 1226<br> 1227</p> 1228<!-- this can go anywhere on the page --> 1229<div class="modal-overlay"> 1230<div class="overlay-content" id="established-professionals-business-owners"> 1231<button class="close-overlay">Close</button> 1232<div class="overlay-content-wrapper"><img alt="Budget icon" src="https://static.twentyoverten.com/5eff7c83d983885826f93189/JGReffAd53/budget-1.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;"> 1233 1234<h2>Established Professionals & Business Owners</h2> 1235 1236<hr class="left"> 1237 1238<p dir="ltr">As your income and responsibilities grow, your financial decisions become more important. We provide ongoing guidance to help you stay aligned.</p> 1239 1240<h4 dir="ltr">HOW WE HELP</h4> 1241 1242<ul> 1243<li dir="ltr">Coordinate investments with your overall plan</li> 1244<li dir="ltr">Support key financial decisions</li> 1245<li dir="ltr">Align strategy with career or business changes</li> 1246<li dir="ltr">Provide ongoing advice as life evolves</li> 1247</ul> 1248</div></div></div></div></div> 1249 1250<!-- <h2 dir="ltr" style="text-align: center;"><strong>Clients We Serve</strong></h2> 1251 1252<p class="is-h4 is-m0 accented"> 1253 <br> 1254</p> 1255<div class="row"><span class="delete-row"></span> 1256 <div class="col-xs-12 col-sm-4"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/sI4HHPCcv4/business-1.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;" alt="Business icon"> 1257 1258 <p class="is-mb0 is-h3">Small Business Owners</p> 1259 <hr class="left"> 1260 this will trigger the overlay 1261 <a class="open-overlay btn" data-target="small-business-owners" href="#">Learn More</a> 1262 1263 <p> 1264 <br> 1265 </p> 1266 this can go anywhere on the page 1267 <div class="modal-overlay"> 1268 <div class="overlay-content" id="small-business-owners"> 1269 <button class="close-overlay">Close</button> 1270 <div class="overlay-content-wrapper"><img alt="Business icon" src="https://static.twentyoverten.com/5eff7c83d983885826f93189/sI4HHPCcv4/business-1.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;"> 1271 1272 <h2>Small Business Owners</h2> 1273 <hr class="left"> 1274 1275 <p dir="ltr">As someone who has built their business, you know how difficult it can be to effectively balance your personal finances with those of your company. Whether youâre a doctor, dentist or another healthcare practitioner, youâre dedicated to your career and the clients you regularly work with.</p> 1276 1277 <h4 dir="ltr">HOW WE HELP</h4> 1278 1279 <ul> 1280 <li dir="ltr">Designing a 401(k) plan for your business and your employees</li> 1281 <li dir="ltr">Identifying service providers that align with your interests</li> 1282 <li dir="ltr">Educating plan participants on their options and details involved with their plans</li> 1283 <li dir="ltr">Assessing your retirement plan as you finish your residency and prepare for the road ahead</li> 1284 </ul> 1285 </div></div></div></div> 1286 <div class="col-xs-12 col-sm-4"> 1287 this will trigger the overlay<img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/YcdYZxN5z2/family-12.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;" alt="Family icon"> 1288 1289 <p class="is-mb0 is-h3">Affluent Individuals & Families</p> 1290 <hr class="left"> 1291 <a class="open-overlay btn" data-target="affulent-individuals-families" href="#">Learn More</a> 1292 1293 <p> 1294 <br> 1295 </p> 1296 this can go anywhere on the page 1297 <div class="modal-overlay"> 1298 <div class="overlay-content" id="affulent-individuals-families"> 1299 <button class="close-overlay">Close</button> 1300 <div class="overlay-content-wrapper"><img alt="Family icon" src="https://static.twentyoverten.com/5eff7c83d983885826f93189/YcdYZxN5z2/family-12.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;"> 1301 1302 <h2>Affluent Individuals & Families</h2> 1303 <hr class="left"> 1304 1305 <p dir="ltr">While weâre open to working with anyone, regardless of the amount of wealth they have, we often work with high-net-worth individuals who have distinct financial needs. Above all else, we strive to connect as your partner as we learn about the goals that are most important to you. Weâll collaborate with you to develop a plan to align your finances with the goals you have in mind.</p> 1306 1307 <h4 dir="ltr">HOW WE HELP</h4> 1308 1309 <ul> 1310 <li dir="ltr">Creating a long-term financial plan</li> 1311 <li dir="ltr">Empowering you to live within your means</li> 1312 <li dir="ltr">
1312Protecting you and your loved ones for generations to come</li> 1313 <li dir="ltr">Building a diversified portfolio of quality investments</li> 1314 </ul> 1315 </div></div></div></div> 1316 <div class="col-xs-12 col-sm-4"> 1317 this will trigger the overlay<img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/xJ_hqPFMrC/oasis.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;" alt="Palm tree icon"> 1318 1319 <p class="is-mb0 is-h3">Pre-Retirees & Retirees</p> 1320 <hr class="left"> 1321 <a class="open-overlay btn" data-target="pre-retirees" href="#">Learn More</a> 1322 1323 <p> 1324 <br> 1325 </p> 1326 this can go anywhere on the page 1327 <div class="modal-overlay"> 1328 <div class="overlay-content" id="pre-retirees"> 1329 <button class="close-overlay">Close</button> 1330 <div class="overlay-content-wrapper"><img alt="Palm tree icon" src="https://static.twentyoverten.com/5eff7c83d983885826f93189/xJ_hqPFMrC/oasis.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;"> 1331 1332 <h2>Pre-Retirees & Retirees</h2> 1333 <hr class="left"> 1334 1335 <p dir="ltr">Determining when youâre financially ready to retire can be a daunting, and often complex, task. From making sure that you have enough saved to addressing your insurance questions, you need someone you can trust. Alternatively, as someone currently in retirement, we want to help ensure you can enjoy it to the fullest extent.</p> 1336 1337 <h4 dir="ltr">HOW WE HELP</h4> 1338 1339 <ul> 1340 <li dir="ltr">Developing a tailored retirement plan that incorporates the details that make you, you</li> 1341 <li dir="ltr">Analyzing withdrawal strategies with tax efficiency in mind</li> 1342 <li dir="ltr">Collaborating with other professionals you may be working with, such as attorneys, to review or develop an estate plan</li> 1343 <li dir="ltr">Reviewing your savings accounts and employer-sponsored retirement benefits</li> 1344 </ul> 1345 </div></div></div></div></div> --> 1346 1347<p dir="ltr" style="text-align: center;"> 1348<br> 1349</p> 1350 1351 1352<hr class="centerhr"> 1353 1354<h2 dir="ltr" style="text-align: center;">Hereâs What You Can Expect 1355<br>From Our Relationship:</h2> 1356 1357<p class="is-m0 is-h4"> 1358<br> 1359</p> 1360<div class="row"><span class="delete-row"></span> 1361<div class="col-xs-12 col-sm-6"> 1362<div class="accordion"> 1363<a class="toggle-accordion" href="#"> 1364 1365<h4>Step 1</h4> 1366 1367<h3>Discover</h3> 1368</a> 1369<div class="accordion-content"> 1370 1371<p>We invite you to <a href="/contact-us">connect with us</a> in person or virtually, depending on your needs, preference and location. Our conversation will begin by getting to know you, answering any questions you may have about our firm and establishing what value we can apply to your financial goals.</p> 1372</div></div></div> 1373<div class="col-xs-12 col-sm-6"> 1374<div class="accordion"> 1375<a class="toggle-accordion" href="#"> 1376 1377<h4>Step 2</h4> 1378 1379<h3>Gather</h3> 1380</a> 1381<div class="accordion-content"> 1382 1383<p>Next, weâll gather any relevant data and further analyze your financial situation. By developing a clear picture of your needs, assets and risk tolerance, weâre able to begin designing a personalized plan for both you and your loved ones.</p> 1384</div></div></div></div> 1385<div class="row"><span class="delete-row"></span> 1386<div class="col-xs-12 col-sm-6"> 1387<div class="accordion"> 1388<a class="toggle-accordion" href="#"> 1389 1390<h4>Step 3</h4> 1391 1392<h3>Design</h3> 1393</a> 1394<div class="accordion-content"> 1395 1396<p><a href="/about/meet-your-advisor">Our team</a> will take into account your current goals, aspirations for the road ahead and what your current financial picture looks like as we design and present a financial strategy. Rather than selling unnecessary products, we strive to build a plan that is based on your needs and what you aspire to achieve.</p> 1397</div></div></div> 1398<div class="col-xs-12 col-sm-6"> 1399<div class="accordion"> 1400<a class="toggle-accordion" href="#"> 1401 1402<h4>Step 4</h4> 1403 1404<h3>Implement & Monitor</h3> 1405</a> 1406<div class="accordion-content"> 1407 1408<p>Once implemented, we will periodically review your plan and encourage you to contact us as much, or as little, as you need to remain confident. Weâll connect with you to make necessary adjustments and work together to keep your plan on track.</p> 1409</div></div></div></div> 1410<br> 1411<hr> 1412 1413<p dir="ltr" style="text-align: center;"> 1414<br> 1415</p> 1416<div class="row center-xs middle-xs"><span class="delete-row"></span> 1417 1418<div class="col-xs-12 col-sm-4"> 1419 1420<h2 style="text-align: center; font-size: 2.05em;"><strong>How else is 1421<br>Boardwalk different?</strong></h2> 1422</div> 1423<div class="col-xs-12 col-sm-8 checklist"> 1424 1425 1426 1427 1428<h3><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/yUhskeVbE8K/check-mark.png" style="display: inline-block; vertical-align: middle; margin-right: 0px; margin-left: 0px; max-width: calc(100% + 0px); text-align: center;"><strong>We solve</strong> your problems 1429 1430 1431</h3> 1432<br> 1433 1434<h3><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/yUhskeVbE8K/check-mark.png" style="display: inline-block; vertical-align: middle; margin-right: 0px; margin-left: 0px; max-width: calc(100% + 0px); text-align: center;"><strong>We empathize</strong> with and understand your situation 1435 1436</h3> 1437 1438<br> 1439 1440<h3><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/yUhskeVbE8K/check-mark.png" style="display: inline-block; vertical-align: middle; margin-right: 0px; margin-left: 0px; max-width: calc(100% + 0px); text-align: center;"><strong>We educate</strong> rather than talk over your head 1441 1442</h3> 1443<br> 1444 1445<h3><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/yUhskeVbE8K/check-mark.png" style="display: inline-block; vertical-align: middle; margin-right: 0px; margin-left: 0px; max-width: calc(100% + 0px); text-align: center;"><strong>We plan</strong> with a focus & priority on taxes</h3> 1446 1447</div> 1448</div> 1449 1450<p> 1451<br> 1452</p> 1453<!-- end who we serve --> 1454<!-- <h2 dir="ltr" style="text-align: center;"><strong>Hereâs How We Help:</strong></h2> 1455 1456<p data-empty="true"> 1457 <br> 1458</p> 1459<div class="row"><span class="delete-row"></span> 1460 <div class="col-xs-12 col-sm-4"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/l-gzw5ZETI/chart-4.svg" style="display: block; vertical-align: top; margin: 0px auto 0px 0px; width: 60px;" alt="Pie chart icon"> 1461 <hr class="left"> 1462 1463 <h4>Provide</h4> 1464 1465 <h3>Direction</h3> 1466 1467 <p>
1467Upon getting to know you, we want to help ease your concerns by putting you on the right financial track.</p> 1468 1469 <p> 1470 <br> 1471 </p> 1472 <div class="accordion"> 1473 <a class="toggle-accordion" href="#"> 1474 1475 1476 </a> 1477 <div class="accordion-content"> 1478 1479 1480 </div> 1481 </div></div> 1482 <div class="col-xs-12 col-sm-4"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/1wTzSRn7lv/budget-1.svg" style="display: block; vertical-align: top; margin: 0px auto 0px 0px; width: 60px;" alt="Calculator icon"> 1483 <hr class="left"> 1484 1485 <h4>Remain</h4> 1486 1487 <h3>Committed</h3> 1488 1489 <p>As a fee-only advisor, we abide by a fiduciary duty to do what is right for you and your loved ones.</p> 1490 1491 <p> 1492 <br> 1493 </p> 1494 </div> 1495 <div class="col-xs-12 col-sm-4"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/ZTsuJy6OAY/family-12.svg" style="display: block; vertical-align: top; margin: 0px auto 0px 0px; width: 60px;" alt="Family icon"> 1496 <hr class="left"> 1497 1498 <h4>Adapt To</h4> 1499 1500 <h3>Your Needs</h3> 1501 1502 <p>If youâre unable to come to us, our team is happy to meet with you wherever, and whenever, works best for you.</p> 1503 1504 <p> 1505 <br> 1506 </p> 1507 </div></div> --> 1508<!-- <div class="callout flush-bottom"> 1509 1510 <p> 1511 <br> 1512 </p> 1513 <div class="row center-xs middle-xs"><span class="delete-row"></span> 1514 <div class="col-xs-12 col-sm-5"> 1515 1516 <h2>Our Goal Is to Act as an Advisor and an Educator</h2> 1517 <hr class="left"> 1518 </div> 1519 <div class="col-xs-12 col-sm-5"> 1520 1521 <ul class="check"> 1522 <li>Achieve the goals you have in mind</li> 1523 <li>Understand the details of your finances</li> 1524 <li>Feel empowered to take control of your next steps</li> 1525 </ul> 1526 </div></div> 1527 1528 <p> 1529 <br> 1530 </p> 1531</div> --> 1532</main> 1533</div> 1534 1535</div> 1536<footer class="footer" role="contentinfo"> 1537<div class="footer-wrapper"> 1538<div class="container"> 1539<div class="footer-content" data-location="footer" data-id="69f408978e315e484e495dc8" data-type="footer"> 1540<div class="callout" style="margin-top: -3em; text-align: center;"> 1541 1542<p class="is-h1">Let's Talk!</p> 1543 1544<p>We invite you to stop worrying about your money and start investing in your financial future. Let's talk about how we can alleviate your financial concerns and guide your journey to financial freedom.</p> 1545 1546<p><a class="btn" href="https://calendly.com/fadiissa/30min" rel="noopener noreferrer" target="_blank">Request A Free Meeting</a></p> 1547 1548</div> 1549 1550<h4 dir="ltr" style="text-align: center;">Boardwalk Wealth Management</h4> 1551 1552<p class="is-m0 is-h4"> 1553 1554<br> 1555</p> 1556 1557<p class="disclaimer" dir="ltr" style="text-align: center;">341 E Huron St Suite 3 1558<br>Ann Arbor, MI 48104</p> 1559 1560<p class="disclaimer" dir="ltr" style="text-align: center;"> 1561 1562<br>Email: <a href="mailto:[email protected]">[email protected]</a></p> 1563 1564<p class="disclaimer" style="text-align: center;"><a href="https://static.twentyoverten.com/5eff7c83d983885826f93189/Tl_n2I3vmsk/BWM-ADV-Part-2A-and-2B-05-05-21.pdf" rel="noopener noreferrer" target="_blank">FORM ADV</a></p> 1565<!-- <div class="nav-secondary"> 1566 <div class="row"> 1567 <div class="col-xs-12 col-sm-12 col-lg-12"> 1568 1569 <p style="text-align: center;">Already a Client? <a href="/client-login" style="color: #FFFFFF; text-decoration: underline;">Sign in here</a></p> 1570 </div> 1571 </div> 1572</div> --> 1573</div> 1574<div id="tot_badge"> 1575<p> 1576<a href="https://twentyoverten.com" target="_blank"> 1577 1578<img src="data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 30 30'%3E%3Cpath d='M15,1.75A13.25,13.25,0,1,1,1.75,15,13.27,13.27,0,0,1,15,1.75M15,0A15,15,0,1,0,30,15,15,15,0,0,0,15,0h0Z' fill='%2354b4c0'/%3E%3Cpath d='M13.13,6.39a0.6,0.6,0,0,1,.57-0.63h0.72a0.6,0.6,0,0,1,.64.63V9h1a0.6,0.6,0,0,1,.64.63V10a0.61,0.61,0,0,1-.56.65H15.06v6.73c0,0.82.21,1.06,0.93,1.06h0.47a0.6,0.6,0,0,1,.64.63v0.4a0.61,0.61,0,0,1-.57.64h-0.6c-2,0-2.85-.82-2.85-2.73v-11h0Z' fill='%2354b4c0'/%3E%3Cpath d='M17.38,23.6a0.64,0.64,0,0,1-.64.63H13.28a0.64,0.64,0,0,1-.64-0.63V23.05a0.64,0.64,0,0,1,.64-0.59h3.44a0.64,0.64,0,0,1,.64.63V23.6Z' fill='%2354b4c0'/%3E%3C/svg%3E" alt="Financial Advisor Websites by Twenty Over Ten"> 1579 1580<span>Powered by Twenty Over Ten</span> 1581</a> 1582</p> 1583</div> 1584</div> 1585</div> 1586 1587</footer> 1588<div class="pull-out-overlay"></div> 1589</div> 1590 1591
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