Nick Boeckman
CERTIFIED FINANCIAL PLANNER™ at Encompass Wealth Group
- Role
- Retirement Planning Advisor Asset Management Advisor Ira Plan Advisor at Brookstone Capital Management
- Location
- Sidney, OH, US
- LinkedIn followers
- 500 followers
About Nick Boeckman
My goal is to provide families with assistance in building their financial freedom. We…
Experience
Retirement Planning Advisor Asset Management Advisor Ira Plan Advisor
Feb 2012 — Present · Sidney, OH, US
Brookstone Capital Management uses the results of both capital markets and money manager research to generate investment advice they offer. The individual retirement account recommendations that Nick develops are customized to meet each client\'s specific investment requirements, indicating which money managers to consider for the component parts of each portfolio.
Skills
- Whole Life
- Universal Life
- Long-Term Care
- Ira Rollovers
- Retirement Planning
- Charitable Giving Strategies
- Investments
- Annuities
- Disability Insurance
- Fixed Annuities
- Estate Planning
- Term Life Insurance
- Health Insurance
- Insurance
- Mutual Funds
- Sales
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