At Boyer Financial Planning, we provide assistance in the following areas:

Using a well-defined approach, our strategists manage core and satellite portfolios designed with a goal to target capital appreciation, income generation, downside protection, and tax efficiency. We utilize both Model Wealth Portfolios and Y-Charts in our financial planning process.

Model Wealth Portfolios (MWP) is our premier centrally managed platform and offers fully diversified mutual fund and/or exchange-traded product (ETP) models.

MWP offers a comprehensive range of solutions and provides you with the ability to mix and match up to three models in a single account to create portfolios that align with whatever investment objectives, risk tolerance, and goals your client may have.

These models are guided by institutional portfolio strategists, including LPL Research. By outsourcing the portfolio construction and management responsibilities to a strategist, you’re empowered to free up valuable time to focus on doing what you do best – helping your clients address their financial goals.

Using a well-defined approach, strategists manage core and satellite portfolios designed with a goal to target  capital appreciation, income generation, downside protection, and tax efficiency.

Financial Planning with WealthVision

WealthVision is the tool we use to simplify the financial planning process and your life.

For our clients, WealthVision allows us to generate a comprehensive, real-time financial plan that is adaptable to your changing needs and emerging priorities. It supports our advisory process by providing a powerful engine capable of calculating cash flow projections and modeling “what-if” scenarios.

WealthVision delivers an easy-to-use system to track and manage your balance sheet, investments and documents in one convenient and secure location.