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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The market is as unpredictable as the weather. We’d love to help you prepare.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Your credit score may influence how much you pay for auto and home insurance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Using smart management to get more of what you want and free up assets to invest.
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