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Why Bogart?

independent financial advisors

specialized nua analysis

Custom-Tailored Retirement Planning

Fiduciaries

Cash Flow Planning

Roth Conversion Analysis

supplemental incentives analysis

trusted advisor to over 700 households

In-House Tax Preparation & Optimization

social security Maximization

pension lump sum vs. annuity Analysis

estate & Multi-Generational planning

independent financial advisors

specialized nua analysis

fiduciaries

Custom-Tailored
retirement planning

In-House Tax Preparation
& Optimization

Tax-Efficient
cash flow Planning

supplemental incentives analysis

trusted advisor to
over 700 households

Roth Conversion Analysis

social security Maximization

pension lumpsum vs.
annuity Analysis

estate planning &
Multi-Generational Planning

independent financial advisors

specialized nua analysis

fiduciaries

Custom-Tailored retirement planning

tax-efficient Cash Flow Planning

In-House Tax Preparation & Optimization

supplemental incentives analysis

trusted advisor to over 700 households

Roth Conversion Analysis

social security Maximization

pension
lump sum vs. annuity Analysis

estate & Multi-Generational planning

What Can You Expect From Us?

Our mission is to help clients achieve financial peace of mind by

preserving and maximizing inter-generational wealth

HOLISTIC FINANCIAL PLANNING

TAX PREPARATION & OPTIMIZATION

ESTATE & MULTI-GENERATIONAL PLANNING

INVESTMENT MANAGEMENT

RISK MANAGEMENT

REVIEW & UPDATE MEETINGS

ADDITIONAL SERVICES

Our recognitions

Please Note Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data). No ranking or recognition should be construed as a current or past endorsement of Bogart by any of its clients.

ANY QUESTIONS: Bogart’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

Are you looking for independent advice?

Is Bogart right for me?

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In addition, third party websites may have different privacy and security policies than Bogart. Therefore, you should review the applicable privacy and security policies of any third party website before you provide any information.

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