Established in 1983, Boyd Financial Strategies’ focus has always been to assist our clients in navigating the unfamiliar and often confusing world of finance and to help them plan for their future. As a trusted, unbiased advisor we work to help our clients organize all aspects of their finances including budgeting, college planning, investment planning, estate planning and retirement planning.
As part of our unique Family Office service, we provide concierge-type support to our clients, allowing them to consolidate all of their financial matters with us. This service eliminates unnecessary confusion and simplifies the communication process between your team of certified financial planners, wealth managers, insurance advisors, college planners, attorneys and CPAs.
Our clients are not defined by income, nor how large or small their assets are, but rather by whether or not there is a problem which we can help them solve. Serving as a “fiduciary” is new to many financial professionals, but it has always been a guiding principle for us.