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Financial Services

Over the past few decades, Boyer Financial has built strong partnerships with other professionals, while also fostering life-long relationships with our clients. We are proud to offer both insourced and outsourced services that are listed below.

Investment Strategies

  • Portfolio Management
  • Defined Contribution Plans
  • Alternative Investments
  • Real Assets
  • Liquidity
  • Private Equity

Risk Management

  • Legal Structuring | Entity Formation Overview
  • Health Care Evaluation
  • Long-Term Care

College & Retirement Planning

  • College Funding
  • Retirement Withdrawal Strategy
  • Social Security and Medicare Evaluation
  • Business Succession

Estate & Transfer Planning

  • Estate Overview
  • Tax Minimization
  • Charitable Gifting
  • Beneficiary Designations
  • Trust Services
  • Life Insurance Consulting

Real Estate

  • Investment Property Considerations
  • Property Management Services
  • Commercial & Residential Brokerage Services

Business Planning

  • Cash Management
  • Succession Planning
  • Employee Benefit Consulting

Family & Lifestyle

  • Finance Oversight
  • Education
  • Rewards Programs Consulting
  • Local Youth Activities

Our History

Years of experience have prepared us to guide you through your life transitions.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jason.jacobi@lpl.com  |  (714) 841-4600