• Email Contact@BocaRetirement.com
  • Phone (413) 358-1176
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FREE ASSESSMENT

Stress free, confident retirement.

Spend more money. Save more in taxes. Enjoy retirement.
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Embark on a journey toward a stress-free, financially secure retirement with Boca Retirement Strategies, Inc. We specialize in comprehensive wealth management that aligns with your unique goals, serving as your guide to saving more in taxes, increasing your retirement income, and enjoying your golden years to the fullest.
Your Trusted Financial Partner

Who We Provide the Best Retirement

Pre-Retirees

Retirement is on the doorstep – let’s make sure you’re ready, financially and emotionally.

Small Business Owners

We come from a family of small business owners and understand the hard work that goes into it.
Boca Based

Full-Spectrum Financial Planning

Boca Retirement Strategies, Inc. is a fee-only wealth management firm specializing in tackling the unique challenges investors face in tax planning, retirement income, and risk management.
Hunter Brockway, Founder & CEO
Leading the way in fiduciary excellence.
Our comprehensive approach covers wealth management, tax strategies, and estate planning to provide you with holistic financial solutions.
We build lasting relationships based on candid advice that aligns with your personal goals and values. As a 100% fee-only firm, we adhere to the highest moral, fiduciary, and ethical standards.
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Upholding Fiduciary Standards

Fiduciary values and principals at both a moral and legal level.

Fee-Only, Transparent Costs

Full disclosure and trust form the bond of our relationship.
Our Process

Interested in Working Together?

See the value in hiring us before trusting us with a penny of your nest egg via our three-step process that ensures we’re a perfect fit for your financial future.

Step 1: A Phone Call

Let’s have a simple 15-minute phone conversation to find out if we are a good fit for you, and you a good fit for us.

Step 2: Discovery Meeting

We have an hour-long meeting to get clear on your individual situation, goals, needs, and concerns.

Step 3: In-Depth Analysis

We present a thorough analysis of your financials along with clear advice for a successful retirement.
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Tailored for both individuals and businesses, our videos are designed to guide you toward a prosperous financial future. Tune in now to stay ahead in the finance game!
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FAQs

Quick answers to frequently asked questions we receive.

The initial consultation comes with no cost or obligation. We aim to discover if we’re a suitable match, and if so, we’ll proceed from there.
A Fiduciary Financial Advisor is legally bound to prioritize their clients’ best interests above their own.
At a large firm, you’re often just a number. With us, you get personalized attention and tailored financial plans.
We bring the expertise and insights to guide you along the optimal financial path, allowing you to focus on living your life.
Yes, we are! As fiduciary advisors, we prioritize our clients’ best interests and uphold the highest levels of transparency and ethical standards.

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Boca Retirement Strategies is a fee-only financial advisory firm serving clients in Florida and Massachusetts with a fiduciary obligation, transparent fees, and tax efficiency.

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Contact

Give Us a Call

(413) 358-1176

Send an Email

contact@BocaRetirement.com

3306 W Mallory Blvd

Jupiter, FL 33458

Disclosures

There are no warranties implied.

Boca Retirement Strategies, Inc. is a registered investment adviser located in Boca Raton, FL & Pittsfield, MA. Boca Retirement Strategies, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Boca Retirement Strategies, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.

Accordingly, the publication of Boca Retirement Strategies, Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as Boca Retirement Strategies, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Boca Retirement Strategies, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of Boca Retirement Strategies, Inc., please contact the state securities regulators for those states in which Boca Retirement Strategies, Inc. maintains a registration filing. A copy of Boca Retirement Strategies, Inc.’s current written disclosure statement discussing Boca Retirement Strategies, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Boca Retirement Strategies, Inc. upon written request. 

Boca Retirement Strategies, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Boca Retirement Strategies, Inc.’s web site or incorporated herein, and takes no responsibility therefor.

All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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