If you're in your 40s, it's time to revisit your financial planning!
Download this guide if you want to learn more about:
Making Adjustments to Your Budgeting
Updating Your Investment Strategy
Understanding and Monitoring Your Tax Liability
Managing Your Financial Risk
Constructing or Adjusting Estate Planning
Boelman Shaw Capital Partners
Boelman Shaw aims to help clients take greater control of their finances. Offering expertise in both tax and financial planning, we can maximize tax-effective investment opportunities for our clients, allowing them to generate more income and keep more of it after taxes. We strive to provide valuable information that will give our clients the information to establish a successful financial future. Tax and accounting services provided through Boelman Shaw & Company, LLC. Advisory services provided through BSC Capital Partners, LLC, a state of Iowa registered investment advisor.