Boyd Financial Strategies was established in 1983. Our focus from the beginning was, and continues to be, to assist our clients in navigating the often confusing world of finance. As your “Family CFO”, we will guide you through the necessary steps of getting your financial life in order. This includes anything from budgeting, college planning, investment planning and retirement planning.
Your Family CFO will also make sure that your estate plan is in order, by providing support as you meet with your attorney. Most important, your Family CFO takes all of the confusing terminology of the Financial and Legal world, and translates it into ordinary language for you and your family.
Clients of Boyd Financial Strategies are not defined by how large or how small their income, nor how large or small their assets, but rather our clients are defined by whether or not there is a problem which we can help them solve. Serving as a “fiduciary” is new to many financial professionals, but it has always been a guiding principle for us.
255 Park Avenue, Suite 103, Worcester, Massachusetts 01609 508-754-3226 MA Registered Invesment Adviser (CRD 107505) - Certified Financial Planning Practioners Solictation of new clients limited to the Commonwealth of Massachusetts Copyright 2008,-2013 All Rights Reserved
Independent Advice ~ Fiduciary Management since 1983