Constructing a foundation for your financial independence
As a business owner or executive, you know success doesn't happen overnight - it must be built gradually, year by year.
Building lifetime wealth takes much the same effort.
John Boyle can help you lay the groundwork. As a CERTIFIED FINANCIAL PLANNER practitioner, he can create a plan designed to help turn your business success into long-term financial independence.
Call John Boyle - start building a foundation for an independent future today.
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More questions? Call or e-mail John. He'll be happy to answer all your questions!
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
You’ve made investments your whole life. Work with us to help make the most of them.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
If you find it hard to attain personal life goals, there’s an app for that!
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The market is as unpredictable as the weather. We’d love to help you prepare.
$1 million in a diversified portfolio could help finance part of your retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A special needs trust helps care for a special needs child when you’re gone.
With alternative investments, it’s critical to sort through the complexity.