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Our Services

Box Financial Advisors is a full service financial planning and investment management firm assisting clients in pursuing their exceptional life. We do this through the development of a comprehensive financial program.

When developing your financial program, we walk through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives.

We can help you execute a sound financial program using the following elements of a comprehensive financial program:

  • Tax-mitigation strategies**
  • Investment management, including stocks and mutual funds*
  • Retirement planning**
  • Estate planning and preservation**
  • Asset protection through insurance and annuity products***

* Cetera Advisor Networks LLC Member, FINRA/SIPC

** AdvisorNet Financial Registered Investment Advisor

*** AdvisorNet Insurance

For a comprehensive review of your personal situation, always consult your estate, legal and/or tax advisor. Neither Cetera Advisor Networks LLC., nor any of its representatives may give specific tax or legal advice.