The resources of a large firm with the personal touch of a small practice.
Due to the recent events with the COVID-19 concerns and business closures, we want to inform you that Governor Tom Wolf will allow the Boyer Financial Planning office to remain open during regular business hours. However, with the requirements of social distancing to help keep everyone safe, we will only be seeing clients by appointment. Our team is still available by phone to help with any question or concerns. If you want to discuss your financial plans, please call ahead to Jaqui at 814-444-9070 so she can set you up with an appointment.
Thank you for your cooperation. We hope you remain safe and healthy.
To keep up to date with information on the COVID-19 pandemic and the CARES Act 2020, check our resources HERE. Check back often as we will add to the information and resources as updates become available.
Welcome, we’re Boyer Financial Planning, Inc, a wealth management group in Somerset, PA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.
An effective estate can spell out your healthcare wishes and ensure they're carried out – even if you are unable to communicate.
A sound insurance program can help protect your family from the financial consequences of unexpected events.
How we use Nobel-prize winning research to better serve you.
Planning makes a difference and with this tool it makes sense.
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.