Taxes

• Tax Planning
  Understand how your savings strategies and investments impact your tax returns. We will partner with your CPA/Tax Professional to find ways to defer or reduce taxes when the situation is right.
• Roth IRA
  Leverage 401ks, IRAs, Roth IRAs, and other financial vehicles to build wealth for your golden years. Strengthen your position using life insurance, disability insurance, and HSA’s. Determine saving strategies, withdrawal strategies, and the appropriate investments for your goal.

Accounting

• Accounting Services
  In her life before John Boyer, she was the office manager for the television production company that produced shows for Jack Hanna as well as National Geographic and Disney.  More recently, her career path took her to import management and bookkeeping before finding her way to the John Boyer firm.

Planning

• Financial Planning
  John Boyer, CFP is a Tampa Bay fee-only financial planner and provides comprehensive wealth advisory services, financial planning, and estate planning to help families and individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor John Boyer, CFP® has a legal obligation to provide unbiased and trustworthy financial advice. The firm’s mission to to simplify clients’ lives by, first, putting their financial house in order and then collaborating with them to achieve their long-term financial goals.
• Retirement Planning
• Asset Management
  As a Registered Investment Advisor we have a fiducary responsiblity to our clients. Our goal is to match your investments with your risk tolerance and determining your asset allocation based on your specific situation.
• College Funding
  Learn how much you need to save for your children’s (or grandchildren’s) college education. There are a variety of financial vehicles that can help you save. Discover which one is best for your family.