Borde & Associates represents national preferred provider organizations
BREVARD COUNTY, FLORIDA – Multi-State Independent insurance agent and Florida registered investment adviser representative Corrie Borde lives by the Golden Rule of simply doing the right thing.
Borde humbly believes “In everything, do to others what you would have them do to you,” notes a rule of conduct that states a fundamental ethical fiduciary principle to which Borde strictly adheres.
“I try to do the right thing, because if everyone in their heart did the right thing, we would have little to no problems,” said Borde.
At Borde & Associates in Melbourne, Borde guides clients – individuals, families, businesses and organizations so they can make a transparent choice and be secure and protected now and in the future.
“Our focus includes helping individuals, families and businesses find their perfect insurance and investment solutions,” said Borde, who works closely with some of the top national insurance carriers and with a variety of diversified investment vehicles.
“I get to meet a lot of people, and with every one of them, my focus is helping them. We are committed to being here for them today and in the future, because I believe in building lifelong relationships and serving our community.”
Borde finds joy in helping individuals, couple and families with their insurance and retirement needs, including:
■ Health insurance and Medicare options.
■ Life insurance.
■ Long-term care strategies.
■ Retirement plans, including IRAs, 401Ks, SEP, ROTH etc.
■ Qualified rollovers and transfers
■ Capital gain mitigation
■ Roth conversions
■ Tax efficient lifetime income retirement strategies
■ Diversified investments.
■ Prescription drug help.
Borde & Associates, which represents national preferred provider organizations (PPOs), also offers a portfolio of specialized solutions for businesses and organizations in areas such as:
■ Health and life insurance.
■ Voluntary benefits.
■ Succession planning.
■ Defined benefit plans.
■ Tax efficient retirement strategies.
■ IRAs, 401Ks, HSAs and other alternatives.
■ Self-insured plans
■ Buy-sell and business planning.
■ Hiring and retaining employees.
The Borde & Associates team are Florida 2-15 licensed insurance agents and registered investment adviser representatives. Borde is a business partner with the Space Coast Association of Realtors and the Z Ministries (Z88.3 FM). The agency is accredited by the Better Business Bureau.
Borde takes pride in always delivering full transparency advice that is clear and easy to understand.
“Many of my clients tell me that I’ve made it so simple for them,” he said.
His values and beliefs take front and center in his work. He volunteers for and supports multiple local philanthropic organizations and his home church.
“You just have to focus on doing the right thing,” Borde said.
Borde & Associates PA, is at 1900 S. Harbor City Blvd., Suit 328, Melbourne. For more information, visit baapa.us. To schedule an in-home or in-office appointment, call 321-252-2340.
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