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.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
There are things about Social Security that might surprise you.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, cracking the code on bonds.
Women must be ready to spend, on average, more years in retirement than men.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The market is as unpredictable as the weather. We’d love to help you prepare.