Broker Check

8 Merchants Road
Unit 6
Sandwich, MA 02563

Nicholas Vantine

(508) 888-8527

 

Nicholas Vantine

Nicholas Vantine

(508) 888-8527
info@boardwalkfinancial.com

Boardwalk Financial was founded on Cape Cod, MA, in the Historic Town of Sandwich in 1990.

Boardwalk Financial was founded with the goal of assisting our clients in every aspect of their financial lives. Our clients say that we provide a nice, peaceful, nonhectic environment where they feel comfortable knowing that we are focusing on what’s important to them. 

Values Conversation - We help you determine “What’s important about money to you?” This process helps you identify your goals and values.

Develop a Financial Roadmap® - Chart your financial information to help you reach your stated goals based on your values. This is the foundation for your individualized comprehensive financial plan*.

Build a Comprehensive Financial Plan* - Write a detailed plan based on your current financial information and address all areas of your life including: tax, cash-flow, educational, estate, insurance, and retirement planning.

Implement the Plan* - Use an Investment Policy Statement (IPS) to identify your risk tolerance and develop your asset allocation based on your financial needs and help you follow through with your recommendations and action steps. Click here to view Professional Money Management VideoImplement the Plan* - Use an Investment Policy Statement (IPS) to identify your risk tolerance and develop your asset allocation based on your financial needs and help you follow through with your recommendations and action steps. Click here to view Professional Money Management Video

Vision Coaching - We help keep you focused on “What’s important about money to you" by consistently meeting with you to review your goals and values. Your time in meetings is required to assess your progress in attaining your goals and to relay if they may have changed over time.