"The key to wealth is to learn how to make money while you sleep." J. Paul Getty
OUR SERVICES : WHAT WE DO
Investment Management
This works hand and hand with your financial and goal planning. How are your investments working for you and interacting with each other? Combining your investment profile with no proprietary products and the mentality of a Fiduciary, we can customize an asset allocation and product blend that is specific to you.
Retirement Management
Retirement is not the end of the road for managing money in retirement. We help with solutions in assessing your situation and adjusting your plans as you move through life; including an analysis of your social security options and when the right time may be to start; RMD management pertaining to your cash flow and tax implications, and budgeting related to health and life expenses.
Education Planning
If you haven't noticed, education is quite expensive these days. Saving for college, graduate school, vocation training, or even K-12, public, private, or religious schools can be more attainable with education planning. We are focused and committed to helping you choose the right path for one of the most important aspects of your life, your child or grandchild's education.
Estate Planning Strategies
An estate plan is about more than end-of-life planning. It's about planning for whatever comes your way during your lifetime. You get to choose what you want to do with your assets you worked so hard for. A sound estate plan adds a lot of peace of mind for you and your family. Wealth transfer and guardianship are an integral part of financial planning.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@boyarwm.com | (561) 314-1840