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Health Care Reform Provisions Affecting Older Adults
(General/Articles)
... Part D cost-sharing for full-benefit dual eligible beneficiaries receiving home- and community-based services; Reduce the Medicare Part D coverage gap (doughnut hole) by $500 in 2010 (2010 only);* ...
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Medicare - Here's the 411
(General/Articles)
... may purchase Part C (Medicare Advantage) which is the privatization of Medicare. Insurance companies contract on an annual basis with CMS (the Centers for Medicare and Medicaid Services). Part C plans ...
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About
(General/About)
Boeckermann, Grafstrom & Mayer Wealth Management, LLC is a Registered Investment Advisor. We act as a client's personal CFO, providing comprehensive wealth management services, to entrepreneurs, ...
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Services
(General/Services)
... want it any different? They hire us to fulfill their dreams and values. Because of this, we personalize our financial planning and investment advisory services because no two clients come to us with ...
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Partner Links
(General/Resources)
Earl H. Cohen, Attorney at Law Providing legal services in the business and estate planning arena. www.mansfieldtanick.com Talley Flora Expert hiring resource for small and medium sized ...
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Important Disclaimer
(General/main)
... regarding accounts managed by our firm, and to use information, content, messages, products, services, software and databases available through the Site. The Site is available only to advisory clients ...
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Our Process
(General/About)
... fit. This meeting is a chance for clients to understand better how we can add value to their financial life, uncover issues they might have been overlooking, understand the costs involved in our services, ...
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Can you provide references?
(General/FAQ)
We would be happy to provide references once we have had an initial meeting and a prospective client indicates interest in our services We ask that reference calls be made within 48 hours so that our ...
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How are you compensated?
(General/FAQ)
... Instead, we primarily offer products in term life insurance, disability insurance and long-term-care insurance. Outside of insurance services we do not take commissions. ...
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What makes Boeckermann, Grafstrom & Mayer Wealth Management different?
(General/FAQ)
Service - We focus our services on providing clients with all the solutions needed. The owners of our firm are also owners of an accounting firm (Boeckermann, Grafstrom & Mayer P.A.) and a trust company ...
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Ongoing Services
(General/Services)
... While we may not be able to provide all additional services in-house, we might have suggestions that will help. For example, we can make it easier for you to locate or obtain information on bill ...
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Fees
(General/About)
... portfolios with a minimum value of $250,000. initial comprehensive financial planning services are established at an hourly fee or on a project-oriented basis. Typical fees average $5,000, and can be ...
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Our Clients
(General/About)
... products. Coordinated service with other trusted advisors Our clients want financial advice coordinated with their accountant, attorney and other trusted advisors. We provide our services in ...
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Meet The Team
(General/About)
... solutions. Jon is also a co-founder of Cornerstone Private Asset Trust Company, LLC, which provides trust services. Jon is a member of the Financial Planning Association and former board member. He also ...
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News & Web Links
(General/Resources)
News Services The Wall Street Journal Investor's Business Daily Barron's Online Bloomberg LA - The Advocate Forbes.com Fortune.com BizTimes.com ...
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Financial Planning
(General/Services)
... just a one-time event. Once we have done initial planning, we review the plan annually to continue to mold a client's finances around an ever-changing world scene. Our Personal Financial Planning services ...
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Services
(Category)
... want it any different? They hire us to fulfill their dreams and values. Because of this, we personalize our financial planning and investment advisory services because no two clients come to us with ...
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About
(Category)
Boeckermann, Grafstrom & Mayer Wealth Management, LLC is a Registered Investment Advisor. We act as a client's personal CFO, providing comprehensive wealth management services, to entrepreneurs, ...