It’s about your life, not just your money.

Financial decisions are not a one-size-fits-all approach. Most advisors plug you into a template. At Boon, we work with you to create a financial roadmap based on your personal goals, needs and unique circumstances. It’s different for every client. Our holistic approach helps you think through all the moving pieces to help you make informed decisions on your way to financial freedom.

 
 
 

every one of our clients is a big deal around here.

 

We provide partner-level service. That means you have our cell numbers, we know your kids’ names, we send you birthday gifts.

 
 

Boon takes care of your paperwork and schedules one-on-one quarterly reviews to keep you in the loop and tweak your financial goals regularly. We’ll discuss financial matters with your CPA, hop on conference calls with your business partners, and we’ll even help find your kid an internship.

 
 
 
 
 
 

we do the things other investment advisors won’t do.

 
Let’s play a little game we like to call, “Does your advisor do that?”
 
 

Here are a few questions to ask your current advisor. Give them a call and see what they say. If you like their answers, you’ve probably got a good one. If you like our answers to the following questions, perhaps it’s time to call us.

 
 
 

Can you help my kid find an internship or a job?
⌄

Yes. Boon has relationships with people in many different industries all over the world. We’d be happy to help find an opportunity for your child and make a connection.

Can you connect me with someone I should
meet to further my career?
⌄

You got it. Let’s talk about where you want to go in your career, and we’ll introduce you to some people we think you should meet.

Can you help me figure out how much car
I can afford and whether I should buy or lease?
⌄

Yes. Please call us if you’re planning on buying a car, and we’ll go over the benefits of leasing, buying or financing based on your current situation and future goals.

Will you keep my Estate Planning documents
and send to my family if necessary?
⌄

Yes. As a client we encourage you to send us a copy of your Estate Planning documents for safekeeping. In the event something should ever happen to you, we will have it here so your family can access
it if necessary.

I need life insurance: Can you put me in touch
with someone about that?
⌄

Yes, of course. We have resources for all of your needs including life insurance, car/home/business insurance, estate planning, lawyers and loan resources. And if we don’t have the answer, we’ll do some digging and help find it for you.

I was offered a job overseas: Can you help me figure
out if this is the right move for me?
⌄

Yes. We’re always here to discuss any big financial life decisions to help you make the right choices based on your personal goals. Let’s set aside some time to chat about it and we’ll figure it out together.

Dan, what’s your cell phone number?
⌄

847-400-4300
Call anytime and let’s talk.

 
 
 
 

latest blog posts

 

home   •   philosophy   •   process   •   team   •   contact   •   blog

Form CRS - Form ADV Part 2A - Privacy Policy

 
 
© 2023 BOON CAPITAL ADVISORS
 

Disclaimer

Boon Capital Advisors LLC is a registered investment advisor with the State of Illinois. Boon Capital Advisors LLC may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements.
⌄

Any communications with prospective clients residing in jurisdictions where Boon Capital Advisors LLC is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

The purpose of this web site is to provide general information on our products and services only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer. The information contained on this website should not be construed as financial or investment advice on any subject matter. Boon Capital Advisors LLC expressly disclaims all liability as to actions taken based on any or all of the information on this website.

Information on this website should not be construed in any manner, as the receipt of, or a substitute for, personalized individual advice from Boon Capital Advisors LLC. Any subsequent, direct communication by Boon Capital Advisors LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Boon Capital Advisors LLC’s current written disclosure statement discussing Boon Capital Advisors LLC’s business operations, services, and fees is available from Boon Capital Advisors LLC upon written request.

Past performance is no guarantee of future results. The information contained herein is based on research derived from various sources and does not purport to be statements of all material facts relating to the strategies, markets, or issues mentioned. The information contained herein, although not guaranteed as to accuracy or completeness, has been obtained from sources we believe to be reliable. Opinions expressed herein are subject to change without notice.

 
Cart (0)