Boyer Financial Planning

(on georgian place)
Financial and Investment Services in Somerset, PA
Financial and Investment Services
Financial Services

Hours

Monday
8:30AM - 5:00PM
Tuesday
8:30AM - 5:00PM
Wednesday
8:30AM - 5:00PM
Thursday
8:30AM - 5:00PM
Friday
8:30AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

107 Georgian Place
Somerset, PA
15501

About

Welcome, we’re Boyer Financial Planning, Inc, a wealth management group in Somerset, PA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Photos

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Services

  • Investments
  • Financial Planning
  • Insurance

Latest

A number of questions and concerns need to be addressed to help you better prepare for retirement living. Sign up for our Retire Happy eBook to help you really prepare for what lies ahead: #TipTuesday https://hubs.li/H0vqhDN0
It's World Pharmacists Day! Here at Boyer Financial Planning are lucky to work with pharmacists and would like to send our wishes to fellow pharmacists for constantly ensuring people have a healthy lifestyle!
Myth: Social Security will replace my income in retirement. Fact: Social Security benefits will cover only 40% of the average American's income needs in retirement. #ThursdayThoughts https://hubs.li/H0wY1q10 BOYERFINANCIALPLANNING.COM 9 Facts About Social Security
We are proud to announce that Mike Boyer, Owner of Boyer Financial Planning Inc., received recognition on the Forbes list as 2020 Best-In-State Wealth Advisors! We appreciate your hard work and dedication to our amazing team and loyal clients. Special thanks to SHOOK Research. #Forbes #BestInState #LPLFinancial #LPL https://hubs.ly/H0wQ3WX0
Today's American Business Women's Day! It's a day to celebrate all the incredible accomplishments of businesswomen across the nation. Give a shoutout or congratulate the businesswomen in your life in our comments below! Thank you, Donna and Jacqi for all that you do for Boyer Financial Planning!
#MotivationMonday #QOTD
Join us on October 21st, at 5:30 pm for a webinar on Capital Markets and the Election. To register click the link below or call Jacqi Knox at 814-444-9070 for information for the call-in option. https://hubs.li/H0xS19F0
Today is National Savings Day what are you doing to celebrate? How about contributing to an #IRA? https://hubs.li/H0xNX7X0
A change in your mindset during retirement may drive changes to your portfolio: https://hubs.li/H0xLgZr0
A growing number of Americans have been forced to delay their planned retirement date due to job and savings losses suffered during the past recession. Postponing retirement not only means working longer but also delaying when you start collecting Social Security. #FinancialPlaningMonth https://hubs.li/H0xLsMT0 BOYERFINANCIALPLANNING.COM When Should You Collect Social Security?
Last month's Market Insights is now available. Click here to view our recap of September: https://hubs.li/H0xBDY80
October is National #FinancialPlanningMonth and a great reminder to explore how to enhance your financial future! Click here to calculate your savings for retirement: #TipTuesday https://hubs.li/H0xvRsk0
Make it happen every day. Rise and Shine. Even if it’s not your favorite day of the week, working hard and inspiring others is always a great and rewarding thing to do. #MondayMotivation
There is a name for the total value of worldwide currency stuffed into pockets, lost in couch cushions, and stored in bank vaults. Economists call it "M0." The M0 for the entire planet hovers around $5 trillion. Let's see what that looks like in this fun infographic: https://hubs.li/H0yvkPD0
A financial professional is essentially a personal trainer for your financial life. Here are a few benefits you can realize from working with a financial professional include: #FinancialPlanningMonth https://hubs.li/H0yqsX10 BOYERFINANCIALPLANNING.COM What to Know About Working With a Financial Professional
Don't forget to join us tomorrow, October 21st, at 5:30 pm for a webinar on Capital Markets and the Election. To register click the link below or call Jacqi Knox at 814-444-9070 for information for the call-in option. https://hubs.li/H0yg2Hf0
Remember to take time this week to slow down and appreciate the small things. #MondayMotivation
Do you know what probate is? Test your estate strategy knowledge with the short, interactive quiz! #EstatePlanningWeek https://hubs.li/H0y5Sy80
Between Thanksgiving and Christmas, millions of Americans routinely board planes, hop on trains, or hit the road to see family. Here are holiday travel tips and how to stay safe during covid-19: https://hubs.li/H0Btq8Q0
Don't forget that this is a time of togetherness and gratitude. #MondayMotivation
Next Friday is the start of the critical holiday shopping season. But, in our Covid-riven world, crowds are the thing to avoid. Here's what you need to know about the future of #BlackFriday: https://hubs.li/H0Bf6TZ0
Did you know, investors often utilize Tax Harvesting at the end of the calendar year? Find out more about Tax Harvesting and Why You Should Care About It here: https://hubs.li/H0Bf6fv0 BOYERFINANCIALPLANNING.COM What Tax Harvesting Is and Why You Should Care About It?
It's important to prepare for Long-Term Care before the need comes. Click here for tips for how to plan and include LCT in your financial plan: https://hubs.li/H0B7Wq30 BOYERFINANCIALPLANNING.COM Prepare for Long-Term Care Before the Need
Go inspire someone today! #MondayMotivation
Don't forget these important filing deadlines that could save you time for the upcoming 2021 tax year: https://hubs.ly/H0Gb-tJ0
“Hold fast to dreams, for if dreams die, life is a broken-winged bird that cannot fly.” —Langston Hughes #MotivationMonday #BlackHistoryMonth
What's your favorite part about #SuperBowl Sunday??
The best stock returns out of all 20 Super Bowl winners came when the Tampa Bay Buccaneers won. Discover more Super Bowl Indication in this week's #marketupdate https://hubs.li/H0F_2kN0 BOYERFINANCIALPLANNING.COM The Super Bowl Indicator
Here is a list of the filing deadlines for the upcoming 2021 tax year that you will want to be sure to put into your calendar: https://hubs.li/H0FF-tS0 BOYERFINANCIALPLANNING.COM Key Tax Deadlines for 2021
Meet Boyer Financial Planning's office manager, Donna S. Matieszyn. Donna has been with Boyer Financial Planning since 2000. She is licensed to sell Property & Casualty insurance as well as Life & Health. She worked as an insurance agent for 13 years before joining Boyer Financial Planning.

Information

Company name
Boyer Financial Planning
Category
Financial and Investment Services

FAQs

  • What is the phone number for Boyer Financial Planning in Somerset PA?
    You can reach them at: 814-444-9070. It’s best to call Boyer Financial Planning during business hours.
  • What is the address for Boyer Financial Planning on georgian place in Somerset?
    Boyer Financial Planning is located at this address: 107 Georgian Place Somerset, PA 15501.
  • What are Boyer Financial Planning(Somerset, PA) store hours?
    Boyer Financial Planning store hours are as follows: Mon-Fri: 8:30AM - 5:00PM, Sat-Sun: Closed.