History of Service
The Box companies have a rich heritage in Tarrant County and over a 90 year history in the financial arena. Box Insurance Agency, of which Box Financial Advisors is a sister company, was founded by D.E. Box in 1920 to complement Tarrant County State Bank that he established in 1919. Throughout its existence, the Box name has always been synonymous with service to others and to the Grapevine community. Box Financial Advisors is committed to continuing this culture of generosity and service.
So, when you work with us, you are partnering with a company that is committed to the betterment of others and the community.
Box Financial Advisors is established as a flat fee-only firm. This provides you with the peace of mind that the advice and counsel we give is truly in your best interest. By using a flat fee rather than basing it on assets under management or commissions, we are freed up to focus on your goals and dreams. Often times, paying down a mortgage or giving a large gift to your church is the best use of your money, and our structure removes any conflicts of interest to offering such recommendations. Box Financial Advisors has intentionally been organized to safeguard the purity of our counsel.
Breadth of Counsel
Box Financial Advisors’ fee-only structure also enables us to provide advice and recommendations in areas that are often overlooked and ignored by others in the financial industry. Social Security decisions, 401(k) allocations, benefit elections, mortgage analysis, and car-buying decisions are just a few of the areas where clients need valuable guidance. Yet the construct of most firms requires this work to be pro bono, and thus unintentionally disregarded.
Not only have we organized our firm to be positioned to advise in these areas, but moreover it is our desire to be included in these conversations. We know right decisions in these small areas lead to big differences over the long haul and serve to build and keep momentum in the right direction.