Please see our Customer Relationship Summary (FORM CRS) [https://boxfinancial.com/wp-content/uploads/2024/04/2024-CRS-Final.pdf]

Box Financial Advisors, LLC (BFA) in an independent registered investment advisor, we seek to help our clients manage their wealth wisely. As wealth grows, so does the magnitude (number) and scale (importance) of each decision. We seek to help each client manage their wealth by navigating each financial decision.

To simplify complex financial decisions, we provide personalized financial planning and wealth management. Our services include retirement planning, retirement income planning, advanced long-term wealth strategies, investment management, wealth preservation, estate planning guidance, tax-efficient investing, and risk management.

Box Financial Advisors, LLC is based in Grapevine, TX, we started serving clients primarily in the Dallas–Fort Worth metroplex area and now work with clients nationwide. Our team utilizes virtual, phone, and in-person meetings.

We focus is to provide financial planning and wealth management consulting that is rooted in stewardship principles. Incorporating values-based guidance alongside proven long-term financial planning strategies, with a focus on trust, transparency, and lifetime client relationships.

Our investment philosophy is more diversified than most advisors, we look to incorporate tangible asset investing alongside traditional stock and bond investments. The combination offers more asset class diversification and less exposure to market volatility.

We enjoy helping our clients create customized retirement strategies, balancing growth with risk management to ensure you can maintain your lifestyle throughout your retirement years.

First, we understand the breakdown of your monthly forecasted expenses. How much do you need for essential expenses to keep a roof over you head, food on the table, and a warm place to sleep. Then we take the time to review your discretionary expenses, what costs will does your lifestyle need when every day becomes a day off.

After understanding your expenses, we then review any lifetime income sources and forecast how any assets can be used to supplement that income. Then we can analyze if you are on track for your specific goal.

Yes. BFA will help you allocate funds from the sale of any major asset but first assess any tax implications. Running projections and planning with your CPA/Tax Advisor may allow you to implement tax planning and reduce the severity of the tax, then we put together a plan to invest the proceeds to support the next stage of your life.

BFA can guide you through managing an inheritance, minimizing taxes, investing wisely, and aligning the funds with your financial goals. Liquidity events can sometimes dramatically change your financial goals, we first want to clearly understand what a client wants to accomplish, then help them put together a long-term strategy.

Absolutely. BFA will review your situation, identify issues, and create a clear plan that restores your confidence to implement a long-term financial strategy. Many times we see that a transaction may have been more important than a long term relationship. As an independent registered investment advisor, we have a fiduciary responsibility to put our client’s interest before our own. This is why we feel we have clarity to any of the counsel we offer, our recommendations are to help each client be a better steward.

Yes. BFA specializes in creating long-term plans that protect and grow your wealth after liquidity events, while supporting that client’s unique lifestyle and goals. Many business owners would like to transact but do not know how to proceed. We have helped clients navigate the overall process with the other important counselors. We work with business valuation advisors to determine valuation and what number gets the most value. Our advisors regularly host meetings to help ask attorney and CPA’s questions that a client may not know to ask.

Check out this article: The Next Decade: Why Business Owners Must Start Planning Today

https://boxfinancial.com/the-next-decade-why-business-owners-must-start-planning-today/

Yes. Because we seek to build lifelong relationships with our clients, BFA provides compassionate, practical guidance to help you navigate financial changes after losing a spouse, from estate matters to replacing lost income with detailed cash flow retirement planning.

Tax-efficient investing at BFA involves strategies to minimize taxes on your investments using proper asset allocation, retirement accounts, and timing of transactions. Our approach to investing in tangible assets can sometimes also provide other tax benefits. We use these strategies and/or investments to create a more diversified portfolio that also has greater tax efficiency.

Yes. BFA develops strategies that balance your immediate needs—such as saving for a home or education—with long-term goals like retirement and legacy planning.

Absolutely. BFA can help you maximize the impact of your charitable contributions while incorporating tax-efficient methods that align with your values.

Yes. BFA continually reviews your portfolio and makes adjustments as market conditions, tax laws, and your personal goals evolve.

Yes. BFA assists with updating your financial plan, reviewing any change in state tax considerations, and connecting you with trusted local resources.

Box Financial Advisors, LLC evaluates your income sources, expenses, assets, and risk tolerance, then creates a diversified portfolio designed to provide steady income while preserving principal.

Think of the Certified Financial Planning Professionals on our staff as the architect that helps you look at several different options to retire and then we run Monte Carlo analysis to show you how these strategies may react to different market outcomes. Helping you see what are your biggest risks and the setup a plan to offset those risks.

BFA’s investment philosophy uses diversified strategies, income planning techiques, conservative withdrawal rates, and multiple income streams to help protect your retirement income from market volatility.

Yes. BFA regularly coordinates with your attorney to create an estate plan for transferring assets according to your wishes.

Yes. BFA helps young professionals build strong financial habits with our virtual Money Series. This virtual small group is a study on the essentials of stewardship and is designed to help form the right relationship with money and how to best manage monthly finances that lead to long term wealth.

We begin working on your strategy right after your initial consultation, delivering your personalized plan as soon as it’s complete and ready to guide your next steps. Most financial plans are living documents that we regularly update throughout each year.

Contact Box Financial Advisors, LLC to schedule a free consultation. We’ll discuss your goals, answer your questions, and outline how we can help. [https://go.boxfinancial.com/o/e3badb87]