Our Mission Statement

At Boehne Financial Group we specialize in helping individuals and business entities accumulate and preserve wealth. We don't believe in the notion that there is one perfect investment or insurance product. By utilizing a variety of investment vehicles, insurance products, and tax-planning and estate preservation concepts, we strive to help people reach their goal and achieve their dreams.

We have organized a network of many top professionals in the financial services industry. We have arrangement with other industry professionals and can refer you to CPA's and attorneys. Our goal is to provide , directly and through referral, any and all possible financial services. We serve clients throughout a four-state area. Through Osaic Wealth, Inc., we offer securities and independently, insurance products.

We believe, our firm's success is based on the trusting relationships we develop and nurture with our clients. Our mission is to help our clients identify and achieve their financial goals by applying strategies from the wide range of financial products currently available. We pride ourselves on our long history of providing personalized service. From individual concepts such as retirement funding, college funding and asset preservation to business concepts such as deferred compensation, qualified plans and business continuation, we strive to help every client live the life they've imagined.

At Boehne Financial Group, we truly believe that shaping a financial future is a lot like putting together a puzzle. There are many pieces of different sizes and shapes, which can be put together many ways. It is our goal to help our clients put together their puzzle so that the picture is an accurate reflection of their dreams.