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Financial Services

Financial success isn’t luck—it’s a strategy.

At Boyer Financial, we guide you through a proven, personalized system we call Ready. Set. Go.—designed to build clarity, create structure, and drive long-term momentum. Whether you’re an individual, family, or professional athlete, we tailor every step to help you move forward with purpose.

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Your Wealth. Our Process. One Clear Path Forward.

We know that lasting financial success doesn’t happen by chance—it happens by design. That’s why we guide our clients through a structured, personalized system we call: Ready. Set. Go.

Ready.

We begin with in-depth discovery: gathering data, understanding your personal goals, evaluating risk tolerance, income needs, and crafting an investment strategy tailored to your life. This is where clarity begins.

SET.

Next, we put your plan into motion—executing investments, aligning resources, and organizing your financial life to support your priorities. With disciplined guidance, we turn strategy into structure.

Go.

We stay in motion with you—monitoring, adjusting, and refining as your goals evolve and the markets shift. This is where momentum builds and long-term progress is achieved. Our full-spectrum services and client-first philosophy ensure that you’re equipped for the journey ahead—every step of the way.

Comprehensive Services Offered

Investments

Investment Planning covers all areas of one’s financial life. From the accumulation phase to the distribution phase, having a sound investment strategy that puts your financial goals at the forefront is of the utmost importance. All while giving personalized advice with no sales pitch or proprietary products. Be educated, not sold.
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BUSINESS PLANNING

Key Person Insurance, Buy/Sell Agreements, Cash Flow/Balance Sheet Analysis, Tax Efficiency, and Business Cafeteria Plans. If you own your own business, these are all things you need to consider when thinking about your company’s future goals.
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Education PLANNING

With the rising costs of education outpacing inflation, many accumulate large amounts of student debt to fund their higher education needs. There is no better time than now to begin planning for these expenses. An experienced financial planner can assist you in determining the appropriate education savings account to pursue your goals.
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ESTATE PLANNING

Everyone has an "Estate." Planning for guardianship, asset flow & protection, charitable giving & deductions, and tax implications can provide you with financial confidence knowing you and yours are covered.
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INSURANCE/RISK MANAGEMENT

Planning for the unexpected and managing risk is integral to securing you, your family, and your business' future.
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RETIREMENT PLANNING

No one can work forever. Life passes us by in an instant. Financial security is integral before and after your retirement. Diligence in accumulating/preserving assets and/or generating cash-flow while managing risk is key.

“There's never enough time to do all the nothing you want.” – Bill Waterson, Calvin & Hobbes.

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TAX PLANNING

2 Things Guaranteed in Life: Death & Taxes. Tax planning is crucial for high net worth investors and mitigating unnecessary capital gains or income taxes.
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(949) 336-4990