The Cabarrus Chamber recently celebrated Generations Planning and its new independent financial planning business with a ribbon-cutting ceremony.
Founded by Dan Boehm, the firm officially opened on June 18, 2026, after Boehm spent more than 15 years building his career as a financial advisor with a large financial services company.
Building an Independent Approach to Financial Planning
After more than a decade in the financial services industry, Boehm decided to establish his own business to provide a broader range of services and take a more comprehensive approach to helping clients plan for their financial futures.
He recognized an opportunity to offer services that were not available within the structure of his previous company, including tax planning, tax preparation, and estate planning. Starting Generations Planning also gave him the opportunity to own and continue growing the business he had spent 15 years building.
Boehm earned a degree in Finance from the University of Arizona and holds the Certified Exit Planning Advisor (CEPA) designation. His experience and education provide a foundation for helping individuals and families navigate important financial decisions.
Comprehensive Financial Planning
Generations Planning focuses on helping clients make informed decisions at every stage of their financial journey. While financial planning is at the center of its services, the firm takes a comprehensive approach that considers the many pieces of a client’s overall financial picture.
Services include investment management, retirement planning, tax planning and preparation, estate planning, life insurance, annuities, and select loan products. By bringing these services together, Generations Planning works to help clients prepare for their goals, protect what they have built, and plan for the future.
Investing in the Local Business Community
Boehm joined the Cabarrus Regional Chamber because he believes in advancing economic opportunities throughout the community. He also looks forward to connecting with fellow business owners, building relationships, sharing ideas, and finding ways to support one another’s growth.
Generations Planning officially began operating in June while its permanent office was being prepared, working out of Flywheel Coworking during that time.
Congratulations to Dan Boehm and Generations Planning on this exciting new chapter! The Chamber looks forward to supporting the firm’s continued growth and welcoming another local business committed to strengthening our community.
