Boda Financial Group, Inc.

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Boda Financial Group, Inc. *Comprehensive Wealth Management
* Financial Planning
Jerry Boda is a Certified Financial Planner http://www.sipc.org/
http://www.finra.org/

Jerry Boda is a CERTIFIED FINANCIAL PLANNER (TM) professional focusing on helping individuals and small business owners. Boda Financial Group, located in Flower Mound, TX offers Comprehensive Wealth Management, Retirement, Investments and Financial Planning.

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportuni...
10/15/2026

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
10/14/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sur...
10/08/2026

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sure annuities are part of your financial strategy. Explore this resource to learn how annuities can enhance your retirement plan.https://s3.amazonaws.com/static.contentres.com/media/documents/1666bc5d-991f-4f26-9364-a2e1bb539c7c.pdf

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
10/07/2026

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

As we step into a new season, it's the perfect time to rediscover the benefits of annuities. Whether you're planning for...
10/01/2026

As we step into a new season, it's the perfect time to rediscover the benefits of annuities. Whether you're planning for retirement or managing your estate, annuities can offer valuable support in securing your financial future. Ready to explore your options? We're here to help you get started.

What steps might help you sustain and grow your retirement savings? This piece explores them.
09/30/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Putting off life insurance? Check out this article to see how it pays to plan ahead.https://s3.amazonaws.com/static.cont...
09/24/2026

Putting off life insurance? Check out this article to see how it pays to plan ahead.
https://s3.amazonaws.com/static.contentres.com/media/documents/947e302b-145e-4079-ba9c-4c34c5c08b77.pdf

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
09/23/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

Life insurance is often framed as something you only think about "just in case."But for many people, it can be part of a...
09/22/2026

Life insurance is often framed as something you only think about "just in case."

But for many people, it can be part of a broader financial foundation—supporting both current flexibility and future considerations.

From how coverage works to what employer benefits actually provide, understanding the basics can make it easier to decide what fits your situation.

Several factors affect the cost and availability of life insurance. And any guarantees associated with a policy depend on the issuing insurance company's ability to continue making claim payments.

Address

2201 Sprinks Road , Suite 292
Flower Mound, TX
75022

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19723554411

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