Letter From The President

Dear Valued Client,

Our belief at John Boyer, Inc. is that everyone should simplify their life by getting their financial house in order. This can only be accomplished when the concerns relating to the Five Critical Wealth Issues are thoroughly addressed. What are the critical areas? Income, Investment, Asset Protection, Tax and Estate Planning. For years now, our unique wealth planning approach (CWP = AP + IC + RM) has given our clients the peace of mind and confidence in knowing that their financial house truly is in order.

Before we can even talk about these issues, however, wealth planning really starts with YOU, our valued client. At our firm, we are committed to first knowing and understanding your personal dreams, values and goals. Only then, can we begin to implement and carefully monitor a plan that will allow you to focus on the issues in life that matter most to YOU. This is our vow to you… we’ll take care of the details.

Our Comprehensive Wealth Planning (CWP) approach:

CWP = AP + IC + RM

The first is Advanced Planning (AP). In essence, we start with the big picture…your overall financial plan. This is the crucial first step and the foundation from which all sound financial decisions are made. As part of this initial plan, we address concerns regarding estate and tax issues that face most, if not all of our clients. Negative tax consequences can be mitigated through our Asset & Beneficiary Audit, as well as a careful review of your legal documents by a competent estate planning attorney. Establishing this critical foundation helps you make clear and confident decisions on where and how your monies are used and ultimately passed to the next generation.

The second is Investment Consulting (IC), with money management at its core. Our philosophy is simple. Every investment decision is filtered through three very basic concepts: risk, return, and liquidity. Why should anyone assume additional risk when they don’t have to? What returns are required to ensure the lifestyle you desire? How much liquidity is really necessary for your plan to succeed? These are the simple, but tough questions we help answer for every one of our clients.

The third and final component is Relationship Management (RM). This is one of the most significant pieces to our wealth planning approach. Each and every relationship is extremely important to us. In many ways, we become an extension of each other’s families. Our warm, highly personalized practice embodies and incorporates our value system, which is ultimately what sets us apart from our peers. Because clients deeply appreciate our independent thought and objectivity, we have become their trusted source for advice.

I hope by now you have a better idea of who we are, what we stand for, and what makes us different. Thank you for joining our family and we look forward to discovering what matters most to you.

Respectfully,