My name is Shelley Lee Boyce, and I am an established CERTIFIED FINANCIAL PLANNER™ practitioner . I am here to assist you with all of your financial planning needs.
Feel free to browse and, if you have any questions, comments, or would like to make an appointment for a complimentary initial consultation, please contact me via phone or e-mail.
If you're not currently acquainted with our firm, we've established this Web site as a way for you to get to know us and understand how we can help you get to that point where you are content and don't have to worry.
We appreciate your interest and sincerely look forward to serving you.
Year-End Planning Can Take the Bite Out of Future Tax Bills: There's a reason to put tax planning high on your to-do list this year: The Bush tax cuts are set to expire at the end of 2010...
This communication is strictly intended for individuals residing in the states of
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Securities offered through Commonwealth Financial Network®, Member FINRA, SIPC