Products & Services | Boyer Financial Planning

Customizable Solutions For Your Financial Goals

At Boyer Financial Planning, we employ a sound approach to planning and preserving your retirement, investments, and estate. Together, we help to define your retirement-income sources, spell out your healthcare wishes and ensure they're carried out – even if you are unable to communicate, and help protect your family from the financial consequences of unexpected events.

Our Products & Services

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

Investments

Bonds
Common Stock
Preferred Stock
Educational IRA
Mutual Funds
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Tax Free Investments
Government Securities
Fee Based Accounts
Variable Annuity
UITs (Unit Investment Trust)

Financial Planning

Retirement Plans
Tax Planning
401 (k) Planning
403 (b) Planning
College Planning
Estate Planning
Money Purchasing Plans
Profit Sharing Plans
Trust Planning
Business Continuation Planning

Insurance

Variable Life Insurance
Whole Life Insurance
Term Life Insurance
Long Term Care Insurance

Prioritize Your Retirement Accounts

Regardless of age, saving for retirement is likely one of the most important financial goals in your life. Our eBook, the 411 on 401(k)s, will help you identify the plan that best fits your needs.

Download Your Copy

Our Process

Using a well-defined approach, our strategists manage core and satellite portfolios designed to target specific client goals, such as 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)

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 to target specific client goals, such as capital appreciation, income generation, downside protection, and tax efficiency.

Y Charts

At Boyer Financial Planning, we utilize Ycharts to help you make smarter investments & visually communicate your insights. These powerful investment research platforms are designed for you and can help you identify the following: