Boyer Retirement Group
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Certified Financial Planner
Offering advice since: 1991
Areas of focus:
- Business planning
- Divorce planning
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
Further information about Jessica Jacques:
Jessica began her career with Fidelity Investments in 1996, three years later she moved to Smith Barney. She made the change because she wanted to help individuals plan for retirement and make a difference in their lives. She realized her goal of helping individuals just like you, successfully plan for their retirement. In 2004 her creative and independent side surfaced again. She made the decision to join LPL Financial, the leading independent brokerage firm in the nation (based on total revenue, as reported in Financial Planning magazine, June 1996-2010) and opened an office with Darren Boyer under Boyer Retirement Group.
Darren started his career with Prudential Securities in Fresno, CA, while attending Fresno State. Two years later, having graduated from college with a degree in Finance, Darren returned to Utah. He joined Smith Barney in 1992. Since then he has built and managed a very successful investment practice. He has helped individuals just like you create wealth and plan for their retirement. Fourteen years and a considerable amount of knowledge later, Darren's entrepreneurial spirit and the firm belief that a change was needed which led to his decision to join LPL Financial.
Compensation and Fee Structures:
Hourly Fees or Commissions
Licenses, Certifications & Affiliations:
Jessica Jacques: CFP CERTIFIED FINANCIAL PLANNER
Darren Boyer: BS Business Administration Finance
Will provide references upon request?
Further information about Boyer Retirement Group:
(Size of firm: 0-9 advisors)
Retirement Planning Specialists, Jessica Jacques,CFP® and Darren Boyer of Boyer Retirement Group help retirees along the Wasatch Front, plan, maintain and roll over their retirement savings.
Here is our "Retiring in Wealth" Process:
First, we gather and organize all your objectives and current financial information into one consolidated report, a snapshot of where you are today. Next, we use sophisticated tools to analyze the current values of all your assets. With these current values, we will examine your goals, assets and financial expectations to see what actions are needed in order to help work toward your goals. Your specific plan can include recommendations on how to increase your Retirement Income, Asset Allocation, Tax Strategies, Risk Tolerance, Insurance, Savings Plans and Annuity Options.
Details of our recommendations are provided to you in two ways; in a comprehensive written report and online through your own secure private website. In your financial homepage you can view everything about your financial and estate plan at any time, from any place. Once our advisor team puts your plan into action, powerful analysis engines continually monitor, update and analyze changes in your account to help ensure you are always on target to achieve your objectives. The financial planning system we utilize is different. We provide you with a "LIVE" financial plan. No surprises for you, or us.
The success formula is straightforward; we are specialists who focus on understanding your financial goals then devise strategies that endeavor to get you there.
Securities, financial planning and other fee based services offered through LPL Financial Member FINRA/SIPC
For a list of states in which we do business, please visit www.Boyeretirementgroup.com
Contact Information for Jessica Jacques
Phone: (801) 621-0094
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Address for Jessica Jacques:
252 Historic 25th Street
Ogden, UT, 84401
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