Has been a successful small business owner in his community for decades. He's looking to begin the initial steps of selling his business and transition to retirement, but he's unsure where to start.

As a successful executive or business owner, you have many personal and professional investment needs to consider as you begin to prepare for your retirement. When working with successful executives and business owners, in our experience we find that their financial lives are often scattered despite their significant wealth and high incomes.

Boyer Ramey Wealth Management Group can help work to bring clarity, confidence, and structure to your personal and business finances with the goal to better position you long-term success. Our financial advisors and CERTIFIED FINANCIAL PLANNER^™ professionals will help consolidate your investment accounts, properly allocate your assets, develop a customized investment strategy tailored to meet your goals, building a comprehensive wealth management plan, and more.

Is a recent widow after her husband of 30 years passed away. Now she finds herself struggling to manage the financial implications of her husband's passing.

In today's modern world, women have more financial responsibility and family obligations than ever before. According to research, it's estimated that by 2030 women will control 2/3 of the nation's wealth, and at some point in their lives, 95% of women will be their family's primary financial decision-maker. **

At Boyer Ramey Wealth Management Group, we specialize in helping women navigate transitional life events to help them with their investment planning for the family. Our goal is to be a trusted advisor for women across all aspects of their financial lives so we can help them gain clarity, confidence, and structure when navigating life's transitional phases.

Operates his own business and has been steadily growing for the past seven years. He now has 15 employees and is looking to help his employees prepare for their retirement and long-term financial future.

Retaining top talent as a small/medium-sized business in today's competitive job market is becoming increasingly challenging. The benefit and retirement packages of large corporations are constantly improving, and with more companies adopting remote work policies, businesses of all sizes are now competing for talent on a national level.

The team of financial advisors at Boyer Ramey Wealth Management Group can help small/medium-sized business owners develop a retirement offering that fits your employees' needs and your business so you can compete with large companies.

Disclosure: these examples are hypothetical and for discussion purposes only. They are not intended to represent any specific return, yield or investment.