Boda Financial Group, Inc.

Where do you want to go? We'll get there, together.

Financial planner in Flower Mound, TX (show on map)

5.0

★★★★★

1 reviews

Boda Financial Group offers personalized wealth management solutions with a focus on retirement, estate, tax, and investment planning, serving clients for over 41 years.

Call (972) 355-4411

Navigate to Visit website

About

Boda Financial Group, founded in 1984 and led by Certified Financial Planner Jerry Boda, offers comprehensive wealth management solutions including retirement, estate, tax, and investment planning. With over 41 years of experience, the firm provides personalized service through a local independent model, leveraging one of the nation's largest independent broker-dealer networks for support and technology.

The firm emphasizes ethical standards, client partnership, and a values-based philosophy to help clients achieve their financial goals.

Local independent firm with personalized service

Access to one of the largest independent broker-dealer networks

Values-based philosophy and uncompromised ethical standards

Over 41 years of experience

Certified Financial Planner™ and Certified Divorce Financial Analyst™ leadership

Services

Comprehensive Wealth Management

Tailored strategies for wealth creation, preservation, and distribution, addressing retirement, estate, tax, and investment planning needs.

Personalized financial planning Retirement planning Estate planning Tax planning Investment management Risk management Long-term care and health insurance solutions

Retirement Planning

Strategies to help clients achieve early or normal retirement, manage 401(k) changes, and plan for retirement income.

Early or normal retirement planning 401(k) and pension planning Income distribution strategies

Estate Planning

Planning for wealth distribution during life and at death, including wills, trusts, and charitable giving strategies.

Will and trust preparation Charitable giving strategies Probate avoidance Estate tax planning

Tax Planning

Strategies to optimize tax efficiency and minimize tax liabilities for individuals and businesses.

Tax-efficient investment strategies Tax loss harvesting Tax planning for business owners Estate tax minimization

Investment Management

Selection and management of investment portfolios tailored to individual risk tolerance and goals.

Asset allocation Diversification Risk management Performance monitoring

Divorce Financial Planning

Specialized financial planning for individuals going through divorce, including asset division, spousal support, and post-divorce financial strategies.

Asset valuation and division Spousal support and alimony planning Post-divorce financial strategy Tax implications analysis

Credentials & Certifications

Certified Financial Planner™ (CFP®)

Since 1984

Certified Divorce Financial Analyst™ (CDFA™)

Since 2014

Champions Circle & Million Dollar Club

Since 2014

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is the process for a comprehensive wealth management consultation? +

The process includes an initial consultation to understand client goals, followed by strategy development, implementation, and ongoing review to ensure the plan aligns with changing needs.

How does Boda Financial Group handle divorce financial planning? +

Boda Financial Group offers specialized divorce financial planning, including asset division, spousal support planning, and post-divorce financial strategies, leveraging the expertise of a Certified Divorce Financial Analyst™.

What credentials does Jerry Boda hold? +

Jerry Boda is a Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst™ (CDFA™), with recognition as a member of the Champions Circle and Million Dollar Club.

How long has Boda Financial Group been in business? +

Boda Financial Group has been serving clients for approximately 41 years.

What types of insurance solutions does Boda Financial Group offer? +

The firm provides Medicare, long-term care, and health insurance solutions, tailored to individual client needs.

How does Boda Financial Group ensure personalized service? +

Boda Financial Group operates as a local independent firm, offering customized solutions and leveraging a large broker-dealer network for support and technology, ensuring personalized attention to each client.