Pre-retirees
Retirement is on the doorstep. We make sure you are ready, financially and emotionally, with income that lasts and a tax plan that works.
Fee-only fiduciary · Jupiter, FL
Stress-free, confident retirement.
We help pre-retirees and business owners across Florida and Massachusetts keep more of what they have built, plan for less tax, and enjoy the years they have earned.
100% fee-onlyNo commissions
FiduciaryYour interests first
FL & MASEC-registered
Your trusted financial partner
Who we help retire with confidence
Two kinds of clients, one promise: candid advice with your interests first.
Small business owners
We come from a family of business owners and know the work behind it. Turn what you built into a retirement that supports you.
Est. Boca Raton · Jupiter, FL
Boca based
Full-spectrum financial planning
Boca Retirement Strategies, Inc. is a fee-only wealth management firm built to tackle the challenges investors face in tax planning, retirement income, and risk management. One relationship, the whole picture.
Hunter Brockway
Founder & CEO
Leading with fiduciary care and candid advice.
Fiduciary standards
Legally and morally bound to prioritize your best interests before our own.
Fee-only, transparent
No commissions and no hidden costs. Full disclosure forms the bond of the relationship.
Tax-smart by design
Strategies built so more of your retirement income stays in your pocket, not the IRS.
Boutique attention
At a large firm you are a number. Here you get a plan tailored to your life.
Our process
Three steps to working together
See the value in hiring us before you trust us with a penny of your nest egg. A simple path to make sure we are a real fit for your future.
01
A phone call
A simple 15-minute conversation to find out if we are a good fit for you, and you for us.
15 minutes
02
Discovery meeting
An hour together to get clear on your situation, goals, needs, and the concerns that keep you up at night.
60 minutes
03
In-depth analysis
We present a thorough analysis of your finances with clear, candid advice for a successful retirement.
Your full plan
What we do
Everything under one roof
Wealth management, tax strategy, and estate planning that work together as one holistic financial plan.
01 · Planning
Financial planning
A clear roadmap for every stage of life, from raising a family to leaving a legacy.
02 · Management
Wealth management
Protecting and growing what you have built, with an eye on risk and taxes at every turn.
Interested in working together?
See the value before you trust us with a penny.
Start with a simple 15-minute call. No cost, no obligation, just a conversation about whether we are the right fit for your future.
From our YouTube
Our latest video
Practical guidance for individuals and business owners, built to help you make more confident decisions about your money.
Our clients
In their words
Ready to feel this confident about your plan?
Book your 15-minute callThe statements above are testimonials from current clients of Boca Retirement Strategies, Inc. These clients were not compensated and received no other benefit in exchange for their statements. No material conflicts of interest exist. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
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Free download
Find the blind spot in your plan
In our experience, there is almost always one area a retiree has not fully considered: sustainable spending, the real tax bill ahead, or leaving money on the table with Social Security. This workbook helps you find it.