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.
Helpful Content

My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.

Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.

The Long Run: Women and Retirement
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Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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Regardless of how you approach retirement, there are some things about it that might surprise you.
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Hour by hour, these 11 tips can help cut daily costs and save more money.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Jane Bond: Scaling the Ladder
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Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Social Security: By the Numbers
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The Why, What and How of Life Insurance
The Why, What and How of Life Insurance
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Estate conservation is too important to put off. Do you have a smart exit strategy?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.