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

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

More Newsletters →