BUILDING AND PRESERVING WEALTH
At Boyce Financial Group our guiding mission is to help you reduce or eliminate financial concerns, focus on opportunities and provide the guidance that enables you to attain your goals. We do this by utilizing your strengths. Employing our processes and taking the necessary steps to ensure your satisfaction. While understanding that each client’s personal concerns and objectives are as unique as the individual. We seek to help preserve and strengthen your financial position in the years and decades to come. Our commitment in helping you pursue your financial goals, combined with our strong community and family values provide the foundation on which trusted relationships are built. We accomplish this by our hands on approach. We listen to your needs and educate you so that prudent financial decisions are made.
Our firm provides customized financial planning services in investment, tax, retirement, insurance and estate planning. We also provide a fee-only, asset management service utilizing our proprietary “stop-loss” methodology. We seek to deliver consistent, superior long-term investment results by utilizing this tactical, disciplined and diversified asset allocation strategy.
Whether you are building assets for the future or seeking to protect, enjoy and pass on those you already have, Boyce Financial Group can help you along the way. I invite you to learn more about how we can provide you with the necessary services to help today. If you wish to schedule an appointment, send us an email or give us a call at (360) 695-0981.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The federal government requires deceased individuals to file a final income tax return.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn how to harness the power of compound interest for your investments.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What if instead of buying that vacation home, you invested the money?
Making the most of surprises is a great reason to work with us.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.