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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Understanding how capital gains are taxed may help you refine your investment strategies.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The item most homeowners forget on their home improvement project checklist is insurance.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What if instead of buying that vacation home, you invested the money?