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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How Income Taxes Work
A quick look at how federal income taxes work.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The tax rules that govern donating art are complex and confusing. Take a closer look.
There are common mistakes you can avoid when saving for retirement.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, cracking the code on bonds.
What are your options for investing in emerging markets?
How do the markets usually react to elections? Was the 2016 election any different?
What is your plan for health care during retirement?
All about how missing the best market days (or the worst!) might affect your portfolio.