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Boelman Shaw & Company is a fee-based tax and investment advisory firm specializing in retirement income planning and tax strategies for individuals and small companies. In addition, we provide investment management services through the flexible, low-cost platforms of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The firm's mission is to provide industry-leading financial services with the highest integrity and ethical standards. Each of the firm's advisors is a Certified Public Accountant (CPA) and has earned the Accredited Investment Fiduciary (AIF(R)) designation, having completed specialized training on fiduciary standards of care. Our advisors have accepted and believe in a strict ethical code of conduct, continually seeking to not only meet your expectations of diligence and care, but to EXCEED them! As clients of Boelman Shaw & Company, you can expect: - We will always strive to do what is in your best interests. We are tax and investment advisors, not salesmen, and we are committed to acting in good faith for your benefit.
- We are accountable. Our clients expect the best from themselves and from the professionals with whom they work. We expect to be held to the same standard.
- We believe in providing value. Our process-driven approach to service delivery aims to provide value you can recognize at every step. We believe the extra time devoted and diligence with which we conduct ourselves differentiates us as a firm.
- We provide written documentation of our services. All clients receive a customized, comprehensive Investment Policy Statement outlining their investment plan.
- We are available. Our advisors understand that your situation changes over time. We conduct, at a minimum, an annual review with you to make sure your investment plan takes into account these changing circumstances.
Our firm has an unparalleled dedication to the success of our clients. We are committed to the highest standard of excellence in the services we provide. We would welcome an opportunity to share this level of commitment with you.
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