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

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Estimate your monthly and annual income from various IRA types.

Immediate vs. Deferred Annuities
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Enter various payment options and determine how long it may take to pay off a credit card.
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Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Assess how many days you'll work to pay your federal tax liability.
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Using smart management to get more of what you want and free up assets to invest.
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The chances of needing long-term care, its cost, and strategies for covering that cost.
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Bucket lists don’t have to be for tomorrow.
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When you retire, how will you treat your next chapter?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Surprises
Making the most of surprises is a great reason to work with us.
Saving for College 101
Here’s a crash course on saving for college.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?