Home
About Us
Guided Wealth Portfolios
Resources
Contact Us
- Tell A Friend
- Information Request
Client Account View

We love to help. How can we help you?

E-mail:

[email protected]

Diane Winner, CFP®, CDFA®

Vice President and Investment Officer, BOAA Financial Services

Meet Diane

Steve Faraji

Vice President and Investment Officer, BOAA Financial Services

Meet Steve

Matt Crème

Vice President and Investment Officer, BOAA Financial Services

Meet Matt

Stocks and Stock Mutual Funds 101

Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.

Newsletters

HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

This article covers the contribution and catch-up limits for workplace retirement plans, including the less-common opportunity to make larger after-tax contributions.
Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

This article explains the basics of capital gains taxes when selling a home.
Investor, Know Thyself: How Your Biases Can Affect Investment Decisions

While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
Just Your Average Millionaire

The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.

More Newsletters »

Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Disability Income Insurance

How much Disability Income Insurance do you need?
Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators »

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. Bank of Ann Arbor and BOAA Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BOAA Financial Services, and may also be employees of Bank of Ann Arbor. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank of Ann Arbor or BOAA Financial Services. Securities and insurance offered through LPL or its affiliates are:

• Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not a Bank Deposit • Not Insured by Any Federal Government Agency

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Bank of Ann Arbor provides referrals for financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This Creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

Site Map