Our Firm

While formally organized in 2007, BOAG's principals collectively have over 75 years of experience in the financial services industry.   Focusing on strategic planning for business owners and their families, BOAG's professional services include:

 

  • Business Succession Planning
  • Estate Planning
  • Retirement Planning
  • Investment Planning
  • Key Person Retention
  • Risk Management
  • Group Retirement Benefits
  • Group Health Insurance