By developing close, supportive relationships with the people we serve, Boyd Financial Group is in a position to use our experience and interpersonal skills to promote the personal well-being of our clients. In this regard, we are often asked to play a role for our clients that goes beyond strict investment management.
A few examples of what we may do will explain what we mean.
- Helping a corporate executive evaluate a new business opportunity including addressing obligations associated with opening and running the business and cash flow projections
- Planning ahead for elderly client who may be in a nursing home to help ensure that monthly bills are paid promptly from investment accounts so that the bills don’t become an additional responsibility for the kids
- Helping clients with high medical expenses seek financial independence through careful allocation and investment management of limited resources