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Welcome to Box Financial

At Box Financial Advisors we understand that living an exceptional life is about more than money. Your exceptional life is unique to you. What you enjoy and what you pursue are your decisions. At Box Financial Advisors, we believe financial planning and management is about protecting, growing, and using your money to realize your exceptional life.

Our advisors believe that having a total picture perspective of your financial world is key to developing a financial plan to achieve your exceptional life. By working with your other professional advisors like attorneys and accountants, we make sense of your complex financial needs.

Are you ready to experience your exceptional life? We can help.

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Since 1989 we have helped over 1000 families across 38 different states.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>18 Years&#8217; Worth of Days</p>

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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<p>Surprise! You&#8217;ve Got Money!</p>

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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