Services
Services
Boyer Ramey Wealth Management Group offers a wide variety of comprehensive wealth management solutions to help our clients work to achieve clarity, confidence, and structure across their financial lives.
Retirement Planning
Boyer Ramey Wealth Management Group can help you make the most of your employer-sponsored retirement plans and IRAs. We will work diligently to design a customized investment strategy tailored to generate income throughout your retirement and preserve your wealth for future generations, enabling you to pursue your goals with confidence.
Tax-Efficient Investing
Managing your tax liabilities throughout your retirement and the estate planning process can drastically impact your retirement lifestyle. We can coordinate and collaborate with your CPAs and Estate Attorneys to implement tax-efficient investing strategies to minimize your assets' tax impact and preserve your wealth for the next generation.
Investment Management
Building an investment strategy tailored to your unique financial goals, objectives, and circumstances is a complex task to accomplish alone. At Boyer Ramey Wealth Management Group, our financial advisory team will guide you through the investment process by breaking down intricate concepts into simple terms. Our goal is to help you learn and understand how your money is invested and why you are invested in specific stocks, funds, bonds, etc.
Risk Management
Discussing your risk tolerance is a crucial component of any comprehensive investment or retirement plan. Before implementing a new investment strategy or purchasing a new investment, we will ensure that you know each investment's risk-reward metrics and how it impacts your entire portfolio. Boyer Ramey Wealth Management Group wants each investor to know, understand, and be comfortable with each asset they own.
Education Funding
Depending on your financial circumstances, there are multiple ways to effectively save and invest for your child or grandchild's education. We can help you determine which strategies will work best to position your children for long-term success.
Estate Planning Strategies
Boyer Ramey Wealth Management Group can collaborate with your estate planning professionals and trust specialists that are available through Wells Fargo Advisors Financial Network and its affiliates. Our team will work collaboratively to review your wills and trusts, establish optimal beneficiary designations, reduce your exposure to estate taxes and probate costs to better preserve your estate for your heirs.
Corporate Retirement Planning
Helping your employees reach their retirement goals is one of the easiest ways to differentiate your business and continuously attract top talent. At Boyer Ramey Wealth Management Group, we can help you build a competitive retirement plan offering that aligns with your business objectives and gives your employees the benefits they deserve.
Divorce Planning
Navigating the financial implications of divorce is a complicated situation. At Boyer Ramey Wealth Management Group, our team of financial advisors can help you build and plan for your financial foundation, reevaluate your goals, and take the initial steps to move forward with confidence.
Charitable Giving
Many of our clients often come to us wanting to share their wealth with non-profit organizations that support causes near and dear to their hearts. Boyer Ramey Wealth Management Group can help you implement a charitable giving plan so you can contribute to these causes while enjoying the tax advantages of donating.
No Obligation Investment Review
Schedule a meeting with our team to review your existing investment strategy and discover if your plan truly aligns with your long-term goals.