John Boyer, Inc.
An Independent Registered Investment Advisory Firm.
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 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.
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.
SMALL BUSINESS PLANNING
Entrepreneurs often struggle to determine which retirement plan is best for their business. As small business owners ourselves, we help clients understand the benefits and drawbacks of each option as well as understand the tax savings behind each option.
For most families preparing your financial legacy is just as important as preparing for college and retirement. We work closely with your Estate Planning Attorney to make sure that your financial house is in order while living and in legacy.
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.
COLLEGE PLANNING FOR KIDS
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.
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.
We help clients navigate retirement plans like 401(k)s, 403(b)s, PERS, and SERS. I can also help determine if various optional benefits (Health Savings Accounts, supplemental life insurance, and disability insurance) are right for you.
Many smart people feel left in the dark when it comes to their finances. We educate clients on the “why” and “how” of what we’re doing. Everyone deserves to feel like a participant and not a bystander in the decisions that shape their future.
Who We Are
Meet Your Team…
John Boyer, CFP®
Registered Investment Advisor
John is a Tampa native and has over 30 years of experience in the financial industry. After graduating from the University of Florida, he began his career with a large financial firm as a financial advisor and worked alongside his father, who also had over 40 years of experience in the financial industry. During those years, John gained valuable knowledge and experience and in 1995 he established his own independent financial planning firm, John Boyer, Inc.
John holds a Certification in Financial Planning (CFP®) and is a Registered Investment Advisor. He continues the legacy of offering financial planning services that his father began in Tampa over 70 years ago.
John enjoys spending time with his wife Tina and two teenage sons. When he isn’t in the office, he can be found with his sons on either the lacrosse field or fishing Tampa Bay. John and his family are very active in children’s ministry with their local church.
Client Relationship Manager
Sarina attended the University of South Florida and worked for Hillsborough County Schools before joining our firm as in 2001. While on a quest to grow her career outside of the education system, she found a passion for helping clients achieve their financial goals and helping them plan for life changes.
While she has worn many hats over the years, she is responsible for ensuring that clients’ needs are met with the highest standard of service. Today she also handles the firm’s compliance and marketing needs, making sure the firm is offering the latest tools and technology to competitively serve our customer base.
Sarina enjoys spending time traveling and being mom to her teenage son. She is also the co-founder of a non profit organization based in Central Florida and enjoys mentoing small business owners locally and beyond to acheive a profitable business.
Lori joined our firm in 2021 as Operations Assistant and is the newest member of our team.
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.
Drawing on her management skills and financial background, Lori handles the day-to-day operations of the firm and provides support to John and Sarina with client needs.
Lori aspires to a lifetime of learning, enjoys adventure travel with her husband, has a passion for helping others, and loves every dog and cat on the planet.
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.