Worried that your financial strategy is
Missing Something?
We’re here to help you feel confident in your financial future.
YOUR DREAMS MATTER
At Boynton Financial, LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
A strategy based on your goals:
Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.
Vision
Assessment
Strategy
Action
Ongoing Relationship
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
Give
Provide for the people and causes you care about the most.
How?
403B / 457 Not For Profit Set Up
Annuities
Asset Protection
Charitable Giving
College Funding
Critical Illness
Disability Insurance
Estate Planning
Final Expense Life Insurance
Fixed Indexed Annuities
Guaranteed Income by Using Annuities
Health Insurance
How?
Income and Expense Analysis
Income Planning
Indexed Universal Life Insurance
Inflation Plan
Investment Planning
IRA, 401(K) and 403(B) Rollovers
IRA, 401(K) Assets and Planning
Legacy Planning
Life Insurance
Lifetime Income Planning
Living Benefits Insurance
Long Term Care Insurance
How?
Longevity Protection
Medicare Supplemental Insurance
Mortgage Protection Insurance
Portfolio Management
Retirement Income Planning
Safe Money Options
Social Security
Social Security Maximization
Spousal Plan
Tax Advisory
Tax Planning
Tax Strategies
Wealth Planning
Wills, Trusts, Estates
READY TO TAKE
The Next Step?
For more information about any of the products and services we offer, schedule a meeting today!
Or give us a call at 210-602-3891
