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1<!DOCTYPE html>
2<html lang="en" class="no-js">
3<head>
4<meta charset="utf-8">
5<meta http-equiv="X-UA-Compatible" content="IE=edge">
6
7<link rel="shortcut icon" href="https://static.twentyoverten.com/5eff7c83d983885826f93189/favicon/SJGhYeUgO-favicon.ico" type="image/x-icon">
8
9<meta name="viewport" content="width=device-width,initial-scale=1">
10<meta http-equiv="cleartype" content="on">
11<meta name="robots" content="noodp">
12
13<!-- Title & Description -->
14<title>Ann Arbor, MI | Financial Planning and Investment Management - Boardwalk Wealth Management — Boardwalk Wealth Management</title>
15<meta name="description"
16content="As a financial advisor in Ann Arbor, we provide personalized planning, investment management, and financial confidence to our local community and beyond. If you&#39;re searching for a &#39;financial advisor near me&#39;, we&#39;re here to help.">
17<!-- Open Graph -->
18<meta property="og:site_name" content="Boardwalk Wealth Management">
19<meta property="og:title" content="Ann Arbor, MI | Financial Planning and Investment Management - Boardwalk Wealth Management">
20<meta property="og:description" content="">
21<meta property="og:url" content="https://boardwalkwm.com/">
22<meta property="og:type" content="website">
23
24<meta itemprop="name" content="Ann Arbor, MI | Financial Planning and Investment Management - Boardwalk Wealth Management">
25<meta itemprop="description" content="As a financial advisor in Ann Arbor, we provide personalized planning, investment management, and financial confidence to our local community and beyond. If you&#39;re searching for a &#39;financial advisor near me&#39;, we&#39;re here to help.">
26<meta itemprop="url" content="https://boardwalkwm.com/">
27<!-- Twitter Card -->
28<meta name="twitter:card" content="summary_large_image">
29<meta name="twitter:title" content="Ann Arbor, MI | Financial Planning and Investment Management - Boardwalk Wealth Management">
30<meta name="twitter:description" content="">
31
32
33<!-- Mobile App Settings -->
34
35<link rel="apple-touch-icon" href="https://static.twentyoverten.com/5eff7c83d983885826f93189/favicon/SJGhYeUgO.png">
36
37<meta name="apple-mobile-web-app-capable" content="yes">
38<meta name="apple-mobile-web-app-status-bar-style" content="black">
39<meta name="apple-mobile-web-app-title" content="Ann Arbor, MI | Financial Planning and Investment Management - Boardwalk Wealth Management">
40
41<!-- Prefetch -->
42<link rel="dns-prefetch" href="https://static.twentyoverten.com">
43
44<style>
45@import 'https://fonts.googleapis.com/css?family=Poppins:400,400i,600,600i,300,300i,500,500i|Lato:700,700i,400,400i';
46</style>
47<link href="/assets/frameworks/assets/dist/css/global.css" rel="stylesheet">
48<link href="/assets/frameworks/themes/fresnel/3.0.0/assets/dist/css/main.css" rel="stylesheet">
49<link href="/assets/css/custom.css" rel="stylesheet">
50
51<link href="https://assets.calendly.com/assets/external/widget.css" rel="stylesheet">
52
53
54<style>
55@media (min-width: 821px) {
56.nav-secondary {
57    text-align: center;
58    padding-right: 37px;
59    background: #337f8a;
60    color: white;
61    position: fixed;
62    top: 0;
63    right: 0;
64    width: 35.59rem;
65    font-size: 0.9rem;
66    z-index: 9;
67    height: 25px;
68}
69.nav-secondary a {
70    color: white;
71}
72}
73
74@media (max-width: 820px) {
75  .nav-secondary a {
76    color: #f2b52a!important;
77}
78}
79
80.mb-1 {
81  margin-bottom: 1em;
82}
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84.mb-2 {
85  margin-bottom: 2em;
86}
87
88/*#header {*/
89/*    top: 26px !important;*/
90/*}*/
91
92.c-form::before {
93  background: #FFFFFF !important;
94}
95
96.c-form hr {
97  width: 50%;
98  border-color: rgb(77 175 189 / 50%) !important;
99  margin: 30px auto;
100  border-left: 0px;
101  height: 1px;
102}
103
104.c-form h1 {
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107
108.c-form h2 {
109  color: #212636;
110}
111
112.c-form h3 {
113  color: #212636;
114}
115
116.c-form h4 {
117  color: #212636;
118}
119
120.c-form p {
121  color: #212636;
122}
123
124.c-form .form-item label {
125  color: #212636;
126}
127
128.c-form .form-control {
129  color: #212636;
130  background: #DEDFE1;
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132
133.c-form .btn {
134  background: #337f8a;
135  color: #FFFFFF;
136}
137
138.c-form .btn:hover {
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140}
141
142@media (max-width: 820px) {
143  .c-br {
144    display: none;
145  }
146}
147
148/* accordion dashboard styles */
149.editable .toggle-accordion {
150  pointer-events:none;
151}
152.editable .accordion-content {
153  position:relative;
154  display:block;
155  border: dashed 2px #aaa;
156  margin:1rem auto;
157}
158.editable .accordion-content::before  {
159  content: 'Accordion Content';
160    display: block;
161    position: absolute;
162    bottom: 100%;
163    left: -1px;
164    background: #333;
165    color: white;
166    font-size: 9px;
167    text-transform: uppercase;
168    font-weight: 600;
169    padding: .5em 1em;
170    border-radius: 4px;
171    border-bottom-left-radius: 0;
172    border-bottom-right-radius: 0;
173    opacity:.7;
174} 
175/* end accordion dashboard styles */
176
177
178/* this is the minimum CSS for the card to function */
179.card.flip {
180  -webkit-perspective: 100rem;
181  perspective: 100rem; /* this number can be changed to change how "3D" the flip looks */
182  height: 100%;
183  display: flex;
184}
185 
186.card.flip .card-content {
187  display: flex;
188  -webkit-transform-style: preserve-3d;
189  transform-style: preserve-3d;
190  transition: .7s transform;
191  max-width: 100%;
192}
193 
194.card.flip:hover .card-content, 
195.card.flip:focus .card-content {
196  -webkit-transform: rotateY(-180deg);
197  transform: rotateY(-180deg);
198}
199 
200.card.flip .front, 
201.card.flip .back {
202  -webkit-backface-visibility: hidden;
203  backface-visibility: hidden;
204  min-width: 100%;
205  transform-style: preserve-3d;
206      padding: 2em;
207    border: solid #4DAFBD;
208    border-width: 2px 2px 2px 0;
209    display: flex;
210    flex-direction: column;
211    align-items: center;
212    justify-content: center;
213    background: #ebecf0;
214}
215
216.card.flip .front::before, 
217.card.flip .front::after {content: '';left: 0px;top: 0;position: absolute;height: 100%;width: 3px;background: #F15A54;}
218
219.card.flip .front::before {
220    background: #F2B52A;
221    left: 5px;
222    width: 2px;
223}
224
225
226.card.flip .back::after {content: '';right: 3px;top: 0;position: absolute;height: 100%;width: 2px;background: #F15A54;}
227
228 
229
230
231/*.card.flip .front .is-h2 {*/
232/*    border-bottom: 2px solid rgba(84, 180, 192, 0.5);*/
233/*}*/
234 
235.card.flip .back {
236  -webkit-transform: rotateY(-180deg) translate(100%, 0);
237  transform: rotateY(-180deg) translate(100%, 0);
238      border-width: 2px;
239}
240 
241/* dashboard styles to make the cards editable */
242.editable .card.flip {
243  perspective: none;
244  height: auto;
245}
246 
247.editable .card.flip .card-content {
248   transform-style: unset;
249   flex-wrap: wrap;
250}
251 
252.editable .card.flip:hover .card-content, 
253.editable .card.flip:focus .card-content {
254    transform: none;
255}
256.editable .card.flip .front, 
257.editable .card.flip .back {
258  backface-visibility: visible;
259  transform-style: unset;
260  min-width: auto;
261  position: relative;
262  position: relative;
263  display: block;
264  border: dashed 2px #aaa;
265  margin: 1rem auto;
266  padding: .5rem;
267}
268 
269.editable .card.flip .back {
270    transform: none;
271}
272 
273.editable .card.flip .front::after, 
274.editable .card.flip .back::after {
275    content: 'Card Front';
276    display: block;
277    position: absolute;
278    bottom: 100%;
279    left: -1px;
280    background: #333;
281    color: white;
282    font-size: 9px;
283    text-transform: uppercase;
284    font-weight: 600;
285    padding: .5em 1em;
286    border-radius: 4px;
287    border-bottom-left-radius: 0;
288    border-bottom-right-radius: 0;
289    opacity:.7;
290}
291 
292.editable .card.flip .back::after {
293    content: 'Card Back';
294}
295
296.callout a{
297  color:#424c6d;
298}
299
300.accordion{
301  background: #ebecf0;
302  /*padding: 2em;*/
303  margin-bottom: 1em;
304  /*border-left: 5px double #F15A54;*/
305  transition: all .15s linear;
306  text-align: center;
307  position: relative;
308  border: solid #4DAFBD;
309    border-width: 2px 2px 2px 0;
310}
311
312.accordion::before, .accordion::after {content: '';left: 0px;top: 0;position: absolute;height: 100%;width: 3px;background: #4DAFBD;}
313
314.accordion::before {
315    background: #F2B52A;
316    left: 5px;
317    width: 2px;
318}
319
320.accordion-content{
321  text-align: left;
322  padding: 0 1rem 1rem 1rem;
323}
324
325.accordion:hover{
326  /*background:#e8e8e8;*/
327}
328
329.accordion .toggle-accordion {
330    display: block;
331    position: relative;
332    padding: 2rem;
333}
334
335
336.accordion .toggle-accordion::before, 
337.accordion .toggle-accordion::after {
338    content: '';
339    position: absolute;
340    left: 1.5rem;
341    top: calc(50% - 6px);
342    height: 12px;
343    width: 2px;
344    background: #414B6C;
345    transition: all .25s ease;
346}
347 
348.accordion .toggle-accordion::after {
349    transform: rotate(90deg);
350}
351
352.accordion .toggle-accordion:hover::before, 
353.accordion .toggle-accordion:hover::after {
354    background: #F15A54;
355}
356
357.accordion .toggle-accordion h4, 
358.accordion .toggle-accordion h3 {
359    transition: all .25s ease;
360}
361
362.accordion .toggle-accordion:hover h4, 
363.accordion .toggle-accordion:hover h3 {
364    color: #F15A54;
365}
366 
367.accordion .toggle-accordion.open::before {
368    height: 0px;
369}
370
371
372/*hr{*/
373/*  width: 100%;*/
374/*  margin-top: 1em;*/
375/*  margin: 2.5em auto;*/
376/*  border-bottom: 1px solid #ebebec;*/
377/*  border-left: none;*/
378/*  height: 0%;*/
379/*}*/
380
381hr{
382width:50%;
383border-bottom: 2px solid rgb(77 175 189 / 50%);
384    margin: 30px auto;
385border-left:0px;
386height:1px;
387}
388
389.specialhr{
390  display:block;
391margin:50px auto;
392  border-left:0px;
393  height:1px;
394  border-bottom:2px solid rgba(255, 255, 255, 0.6);
395  width:0%;
396  text-align:center;
397  animation: line 1s cubic-bezier(.9,.02,.31,.98)  forwards;
398}
399.centerhr{
400  margin:70px auto;
401}
402hr.left {
403    margin: 30px 0;
404}
405.callout hr{
406 border-color:white;  
407
408}
409.overlay hr {
410    border-color: rgba(255, 255, 255, 0.6);
411}
412@keyframes line {
413  from {
414    left:50%;
415    width:0%;
416  }
417  to {
418    left:25%;
419    width:50%;
420  }
421}
422
423/*#members-list{*/
424/* margin: 0em 10em; */
425/*}*/
426
427.client-card{
428  margin: 1em;
429  border-bottom: 5px double  #424c6d;
430  height: 100%;
431  box-shadow: rgba(50, 50, 93, 0.25) 0px 13px 27px -5px, rgba(0, 0, 0, 0.3) 0px 8px 16px -8px;
432  padding: 2em;
433  padding-bottom: 0em;
434}
435
436.editable .open-overlay,
437.editable .close-overlay {
438  pointer-events:none;
439}
440.editable .overlay-content {
441    opacity: 1;
442    visibility: visible;
443    position:relative;
444    top:unset;
445    left:unset;
446    width:auto;
447    height:auto;
448    border:dashed 2px #aaa;
449  border-radius:6px;
450  margin:2rem 0;
451}
452.editable .overlay-content::before {
453  content: 'Overlay Content';
454    display: block;
455    position: absolute;
456    bottom: 100%;
457    left: -1px;
458    background: #333;
459    color: white;
460    font-size: 9px;
461    text-transform: uppercase;
462    font-weight: 600;
463    padding: .5em 1em;
464    border-radius: 4px;
465    border-bottom-left-radius: 0;
466    border-bottom-right-radius: 0;
467}
468.editable .overlay-content .overlay-content-wrapper {
469  position:relative;
470  opacity:1;
471  transform: translate3d(0, 0, 0);
472    
473}
474
475@media (min-width: 820px) {
476  .overlay-content {
477    position: fixed;
478    top: 50%;
479    left: 50%;
480    -ms-transform:translate(-50%, -50%);
481    -webkit-transform:translate(-50%, -50%);
482    transform:translate(-50%, -50%);
483    width: 70%;
484    height: 70%;
485    box-shadow: 0 0 7px rgba(0,0,0,0.4);
486  }
487    .editable  .overlay-content{
488    transform:none;
489  }
490}
491
492
493.main-content .callout a::after {
494    background: rgb(255 255 255 / 0.5);
495}
496
497.has-bg .transparent-header #header {
498    background: white;
499}
500
501.home.has-bg #header {
502    opacity: 1;
503    visibility: visible;
504    transition: all .25s linear;
505}
506
507.home.has-bg .transparent-header #header {
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509    visibility: hidden;
510}
511
512.callout.secondary::before {
513    background: #414B6C;
514}
515
516ul.check {
517    margin: 0;
518}
519
520ul.check li {
521    margin-bottom: 10px;
522}
523
524ul.check li::marker {
525    content: '✔ ';
526    color: #fff;
527    font-size: 1.25em;
528}
529
530.checkmark ul {
531  position: relative;
532  list-style: none;
533  margin-left: 0;
534  padding-left: 1.2em;
535}
536
537.checkmark li::marker {
538  /*content: "✔ ";*/
539  /*content: url("https://static.twentyoverten.com/5eff7c83d983885826f93189/yUhskeVbE8K/check-mark.png");*/
540  content:"";
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542
543.home .header-push {
544    display: none;
545}
546
547@media screen and (max-width: 550px) {
548    .home .full-screen h1 {
549        font-size: 1em;
550    }
551    
552    .header-push {
553        display: none;
554    }
555}
556
557.topmargin {
558    margin-top: 20px;
559}
560
561@media screen and (max-height: 600px) {
562  .overlay hr {
563      margin: 30px auto;
564  }
565}
566
567@media screen and (max-width: 1024px) {
568  .header-push {
569        display: none;
570    }
571}
572
573.hidden li {
574  list-style-type: none;
575}
576
577
578</style>
579
580<meta name="google-site-verification" content="aQHzXBJUEs8HrrurBKIn8KREPYSHKJ5ftaBBIHXxHHc" />
581<style>
582  .overlay .btn.secondary:hover {
583    border-color: #FFFFFF;
584    color: #FFFFFF;
585}
586
587
588</style>
589
590</head>
591
592<body class="home-page home has-bg">
593<svg style="position: absolute; width: 0; height: 0; overflow: hidden;" version="1.1"
594xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink">
595<defs>
596<symbol id="icon-facebook" viewBox="0 0 24 24">
597<title>facebook</title>
598<path
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601</symbol>
602<symbol id="icon-twitter" viewBox="0 0 24 24">
603<title>twitter</title>
604<path
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607</symbol>
608<symbol id="icon-instagram" viewBox="0 0 24 24">
609<title>instagram</title>
610<path
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615</path>
616<circle cx="15.1" cy="8.7" r="0.8"></circle>
617</symbol>
618<symbol id="icon-linkedin" viewBox="0 0 24 24">
619<title>linkedin</title>
620<path
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622</path>
623</symbol>
624<symbol id="icon-google" viewBox="0 0 24 24">
625<title>google</title>
626<path
627d="M12 0.48v0c6.362 0 11.52 5.158 11.52 11.52s-5.158 11.52-11.52 11.52c-6.362 0-11.52-5.158-11.52-11.52s5.158-11.52 11.52-11.52zM18.125 11.443h-1.114v-1.114h-1.114v1.114h-1.114v1.114h1.114v1.114h1.114v-1.114h1.114zM9.773 11.443v1.336h2.21c-0.089 0.573-0.668 1.681-2.21 1.681-1.331 0-2.416-1.102-2.416-2.461s1.086-2.461 2.416-2.461c0.757 0 1.264 0.323 1.553 0.601l1.058-1.019c-0.679-0.635-1.559-1.019-2.611-1.019-2.155 0-3.897 1.743-3.897 3.897s1.743 3.897 3.897 3.897c2.249 0 3.742-1.581 3.742-3.808 0-0.256-0.028-0.451-0.061-0.646h-3.68z">
628</path>
629</symbol>
630<symbol id="icon-youtube" viewBox="0 0 24 24">
631<title>youtube</title>
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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.
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985<p dir="ltr">Helping you make informed decisions about your retirement accounts — whether you’re leaving a job, retiring, or considering a 401k rollover.</p>
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1019<h3>Retirement
1020<br>Planning</h3>
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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 We’re 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 you’ve recently left a job or are planning your next step, one of the most important decisions is what to do with your retirement accounts — 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 you’ve recently left a job, one of the most important decisions you’ll make is what to do with your retirement accounts. We help you evaluate your options — including 401k rollovers — 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 isn’t just about saving — it’s 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 &amp; 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 &amp; 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 &amp; 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 you’re a doctor, dentist or another healthcare practitioner, you’re 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 &amp; 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 &amp; Families</h2>
1303					<hr class="left">
1304
1305					<p dir="ltr">While we’re 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. We’ll 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 &amp; 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 &amp; Retirees</h2>
1333					<hr class="left">
1334
1335					<p dir="ltr">Determining when you’re 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;">Here’s 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, we’ll gather any relevant data and further analyze your financial situation. By developing a clear picture of your needs, assets and risk tolerance, we’re 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 &amp; 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. We’ll 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 &amp; 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>Here’s How We Help:</strong></h2>
1455
1456<p data-empty="true">
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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
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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>
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1498		<h4>Adapt To</h4>
1499
1500		<h3>Your Needs</h3>
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1502		<p>If you’re unable to come to us, our team is happy to meet with you wherever, and whenever, works best for you.</p>
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1516			<h2>Our Goal Is to Act as an Advisor and an Educator</h2>
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1520
1521			<ul class="check">
1522				<li>Achieve the goals you have in mind</li>
1523				<li>Understand the details of your finances</li>
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1550<h4 dir="ltr" style="text-align: center;">Boardwalk Wealth Management</h4>
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1552<p class="is-m0 is-h4">
1553
1554<br>
1555</p>
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1557<p class="disclaimer" dir="ltr" style="text-align: center;">341 E Huron St Suite 3
1558<br>Ann Arbor, MI 48104</p>
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1561
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