The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk based products like life insurance, disability and long term care. Annual qualification requirements include demonstrating a set annual production requirement and agreeing to a code of ethics, but is not based on client experience or performance. For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/membership/requirements/. Membership in no way constitutes an endorsement from Million Dollar Round table or any client.
Nick Boeckman, CFP®
CERTIFIED FINANCIAL PLANNER™
Nick has joined Eikenberry Retirement Planning in February of 2012 and will be instrumental in our business continuity plan along with managing the daily activities of the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events.
Nick came to us after working for New England Financial in Columbus. He received his B.A. in accounting, finance and financial services from Wright State University.
Nick was awarded his CFP® certification in 2016.The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. Nick holds insurances licenses for life, health/accident and annuities in Ohio. He also is an Investment Advisor Representative.
Nick is a graduate of Fort Loramie High School and currently resides in Maria Stein with his wife, Jenna and two sons, Jackson & Dane. He enjoys volleyball, basketball, boating, traveling, and being outdoors.
John has over 42 years of financial service experience. With our main office in Sidney, OH and a branch office in Lima, OH we have built a large clientele comprised of individuals, small business owners, and retirees.
John is a member of the Million Dollar Round Table (MDRT) Top of the Table, the Lima Ohio Chapter of the National Association of Insurance & Financial Advisors (NAIFA), and the Shelby County Chamber of Commerce. John also formerly served on the Board of Directors for the Salvation Army. Our office is an Accredited Business with the Better Business Bureau.
John resides in Sidney with his wife, Sharon. He has 3 children and 1 grandson. John enjoys being outdoors as much as he can. The foundation of his practice is based on his honesty, integrity and commitment to client satisfaction.
By Appointment Only:
3729 Shawnee Road
Lima, OH 45806
Phone: (419) 222.1128
Eikenberry Retirement Planning © 2016 | All Rights Reserved
Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor. BCM and Eikenberry Retirement Planning (ERP) are independent of each other. For a complete description of investment risks, fees and services, review the Brookstone Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a quarterly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
1441 St. Marys Avenue
Sidney Ohio 45365
Phone: (937) 498.1128
Toll Free: (800) 548.6511
Fax : (937) 498.1129