Shape Tomorrow by Planning Today.
Secure Your Family’s Legacy.
Are you uncertain about how to ensure your wealth benefits future generations?
Feel overwhelmed by the complexities of financial and estate planning?
Believe your hard-earned wealth should serve a purpose even when you’re gone?
Ensure your intentions are realized and your family is cared for.
Boyer & Associates stands out for our personalized approach, expertise, and commitment to your peace of mind. We understand the intricacies of estate planning laws and strategies, ensuring your plan is both comprehensive and compliant. Our goal is to make this process as straightforward and stress-free as possible, allowing you to rest easy knowing your legacy and loved ones are well protected.
Imagine a future where…
- Your wealth benefits your loved ones for generations
- Your philanthropic desires are executed
- You rest easy knowing your legacy is secure
Without a strategic legacy plan, you risk:
- Losing wealth to unnecessary taxes
- Family disputes over assets
- Mismanagement of your resources
We understand how important it is for you to leave a lasting impact. With more than 25 years of experience, our financial advisors are committed to ensuring your legacy stands strong.
Legacy Planning Made Simple
Our comprehensive legacy planning process involves:
- Consultation: Discuss your long-term objectives and concerns.
- Design: Customize a legacy plan tailored to your needs.
- Implementation: Set up trusts, estate strategies, and wealth transfers.
- Review: Regular check-ins to ensure alignment with your evolving goals.
Take the First Step Toward Your Ensuring Your Legacy
Don’t leave your financial future to chance. Schedule a free consultation with one of our retirement planning experts today.
Retirement Design Experts and Financial Empowerment Consultants
Our Contact Info
Address: 4701 Teller Ave, Newport Beach, CA, 92660
Email: [email protected]
Phone: (562) 533-6796
Fax: (949) 706-0101
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Investment Advisory Services offered through Miramontes Capital, LLC. Securities offered through Balanced Security Planning, Member FINRA/SIPC, Headquartered at 4701 Teller Ave, Newport Beach, CA,92660. Miramontes Capital, LLC and Balanced Security Planning, Inc. are separate companies affiliated through common control.