Call Us:
+1 (586) 697-3301
Boatman Financial Management
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What We Do

  • Asset Management

    • Investment Management
    • Tax-Efficient Investment Strategies
    • Retirement Income Planning
    • College Education Funding
    • Asset Diversification Planning
  • CASH FLOW MANAGEMENT

    Cash Flow Management

    • Financial Goal Formulation
    • Cash Flow Analysis
    • Discretionary Spending Analysis
    • Budgeting
    • Debt Management
  • Collaboration

    Collaboration

    • Tax-Efficient Investment Strategies
    • Coordinate With Your Estate Planning Attorney
    • Estate & Legacy Guidance
    • Will & Trust Planning
    • Charitable Gifting

  • Lifestyle changes

    • Retirement
    • Job Change
    • Business Sale or Creation
    • Estate & Legacy Guidance
    • Education Planning
    • Succession Planning

  • TRY OUR SERVICE

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      What is 4 + 3?


      .
      • Call Us:
      +1 (586) 697-3301
      Mail Us:
      [email protected]
      Address:
      49696 Gratiot Ave Chesterfield MI 48051

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    • Check the background of an investment professional at FINRA’s BrokerCheck
      Offering securities and advisory services through A.G.P. / Alliance Global Partners a registered investment adviser and broker-dealer, Member of FINRA & SIPC. Boatman Financial Management and AGP are not affiliated entities. Boatman Financial Management is not a registered broker-dealer or investment advisory firm.

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