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J. Jeff Boshar, ChFC®, CLU®
Jeff Boshar focuses on retirement and estate planning.
He has over 25 years experience in financial services.
Jeff works with professionals, executives and business
owners - people who invest long hours in their careers
- to help them accumulate and preserve wealth. He knows
how important, and how difficult, it is for successful
people to take time from their busy schedules to set
retirement and estate building objectives.
Jeff focuses their planning efforts to help ensure
that the fruits of their labor are properly leveraged
… pinpointing opportunities that help make their money
work hardest for them. Over the years Jeff's independent,
professional advice has helped clients manage multi-million
dollar sums in two distinct business segments:
Business Retirement Plans: Helping firms design,
install, and manage the most appropriate plan for their
specific situation.
Personal Investment Planning: Helping business
owners, professionals, inheritors and lottery winners
prepare for the future through investment planning and
management of their portfolios. He employs the latest
traditional and non-traditional products to help minimize
downside risk for his clients.
Past Experience:
Citicorp: Developed and executed programs to
expand business in governmental and foreign contracting
sectors in Bahrain, Kuwait & Saudi Arabia for four years.
Managed portfolio with exposure in excess of $200MM
including secured and unsecured lending, trade finance,
bonding, and foreign exchange.
US Peace Corps: Enjoyed great overseas experience
teaching in Oujda, Morocco for two years.
Education & Designations:
Chartered Financial Consultant (ChFC®) and Chartered
Life Underwriter (CLU®) designations.
Registered Representative, LPL Financial, Securities
Licensed in 10 States.
MIT's Sloan School of Business: Masters in Management,
concentration in Finance.
University of Michigan: BA Anthropology, School of Literature,
Science & Arts.
Mission: Ease my clients' financial burdens
to enable them to focus on their careers, their businesses,
and enjoying their retirement.
Contact:
E-Mail: jboshar@bfa-online.com
Phone 781-893-0909 x259
Fax 781 893-3565
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