Since 1983 we have helped create programs and portfolios to meet long-term financial goals. Have, questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to acting as a fiduciary to our clients. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Frank began his investment career in April, 1983 as a broker with Dean Witter Investments. Frank formed Boynton Financial LLC in 2010. Frank
felt a fee based practice that could utilize the internet to purchase securities for a very minimal cost was a better way to help his clients.
Frank can be reached by phone 830-955-8244 or by email firstname.lastname@example.org
George has a background as an insurance agent with a very large firm. He has managed portfolios for clients, helped them save money on taxes, protect their heirs, and helped plan their future.
George can be reached by phone 210-602-3891 or by email email@example.com
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment