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Boyd Financial Group

Financial Planning Working with us begins with the fundamentals.

Financial planning is the first step in the wealth management process, and nothing happens without it. Think of it as a thorough review of your financial life with the goal of making sure the various parts work together as an integrated whole.

At The Boyd Group, we rely on a coordinated approach to put financial planning into action.

1

We begin by getting to know you. We discuss your goals, objectives and expectations. What is your time frame? How much risk is appropriate for you to assume? Do you have defined financial needs going forward – buying a new home, children’s college education, a looming retirement? What problems could get in the way?

2

We create a comprehensive investment strategy designed to help you achieve your goals. The plan takes into account such issues as tax and risk management and retirement and estate planning. We typically deliver our recommendations in a face-to-face meeting, where we explain the plan in detail.

3

With your approval, we initiate the plan. We monitor the results on an on-going basis and adjust the investment strategy periodically based on variables like equity and bond market valuations and macroeconomic factors, as well as any changes that may occur in your personal financial situation.

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Financial Planning

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About Boyd Financial Group

Boyd Financial Group provides a range of wealth management services to individuals and families. We also help a select number of businesses and non-profit institutions create and implement investment strategies whose purpose is to help them satisfy financial objectives related to their mission and their people.
To learn more about this investment professional, visit FINRA's BrokerCheck.

SELMA Office

  • Boyd Financial Group
    808 Alabama Avenue
    Selma, AL 36701
  • 334.875.7020
  • Map and directions
  • boydfinancialgroup@boydfg.com

Fairhope Office

  • Boyd Financial Group
    19 North Church Street
    Fairhope, AL 36532
  • 251.270.2700
  • Map and directions
  • LinkedIn

© 2021 Boyd Financial Group

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC Privacy Policy

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Boyd Financial Group is not a registered broker dealer and is independent of Raymond James Financial Services. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any websites users and/or members. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.