Boren Financial

Financial Planning

 

 

 

Welcome to my Web site where you'll find a wealth of  information in the form of newsletter articles, calculators, and  research reports.

 

Today's investment climate, while challenging, still offers opportunities. My goal is to help clients take advantage of those opportunities by providing them with three key tools:

 

  • A clear understanding of their financial goals & values
  • A well-defined roadmap for achieving those goals as well as an understanding of investments that may achieve them.
  • Ongoing advice to adjust roadmaps as needs change

My services include retirement and income planning, as well as sustainable investment strategies. I specialize in helping clients develop a comprehensive financial plan that fits their unique needs and enables them to meet both short- and long- term objectives.

Success in life is not measured in dollars and cents alone. My objective is to enhance the overall quality of your life by reducing  the complexity, time and stress associated with the investing process.

If you have any questions, please call us at (206) 441-6884 or email us at BarbaraBoren.com. We will be happy to help. We look forward to talking with you.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

More Newsletters →