Independent Guidance to Support Your Goals
Since 1989, Box Financial Advisors has provided tools and solutions to help clients pursue what they enjoy and value. Our advisors truly care about you and your goals as we help you make sense of your complex financial needs and guide you to the future you desire.
A Total Picture Approach to Your Finances
Our advisors bring a total picture perspective to develop a plan that guides your financial situation in the direction you want. We combine a values-driven mindset with strategic planning to guide you on a personalized journey toward living your exceptional life.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
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Debunking Money Myths: Saving is Impossible in This Economy
Discover money-saving tips and challenges to help you build wealth and reach your financial goals, even in tough times.
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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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