John Boyer, Inc.
HELPING TAMPA BAY NAVIGATE RETIREMENT
Stop Wandering. Start Planning.
John Boyer, CFP®
John Boyer, CFP® is a Tampa Bay fee-only financial planner and provides comprehensive wealth advisory services, financial planning, and estate planning to help pre and post retirees grow and protect their assets through life’s transitions.
With our personalized approach, Tampa Bay retirees can confidently plan for a financially secure and fulfilling retirement by effectively managing their investments, estate and tax plan. Ensuring financial stability and peace of mind before and after retirement. 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
Planning for retirement is a crucial step for ensuring a secure and comfortable future, and we’ve been dedicated to helping Tampa Bay retirees navigate this journey both before and after they retire for over 35 years. Our comprehensive services are designed to address every aspect of retirement planning.
TAX
PLANNING
Navigating the complexities of tax planning is essential for maximizing your retirement income and preserving your wealth. We offer specialized tax planning for Tampa Bay retirees, tailored to both pre and post-retirement phases.
ESTATE
PLANNING
Estate planning is a critical component of retirement that ensures your assets are protected and your wishes are honored. We’ve partnered with trusted Tampa Bay estate planning attorney’s to assist and guide our clients to insure that their estate plan has not only been documented but also executed.
INVESTMENT PLANNING
Investment planning is crucial for building and sustaining your financial security throughout retirement. We provide tailored investment planning services for Tampa Bay retirees, designed to meet your needs both before and after retirement.
As a fee-only, fiduciary, and independent financial advisor John Boyer, CFP® has a legal obligation to provide unbiased and trustworthy financial advice.
Contact Us
We would love the opportunity to serve you and your family. Give us a call and let’s schedule a complimentary meeting. We can meet in person, on the phone, or via ZOOM.