Kelly Boyd

FAQ About Kelly Boyd

• What is Kelly Boyd's address?

  Kelly Boyd is located at
  Bloomfield Hills, Michigan, United States

• What is Kelly Boyd's job title?

  Kelly Boyd is a
  “The best way to predict the future is to create it” Abraham Lincoln My success in the industry stems from my dedication to the principles of sound investing and applying core values to client service. I enjoy my time being a financial planner, no two days are alike. My job is to introduce individuals to effective ways of protecting money and saving on taxes. As a frequent educational speaker, I have reached thousands of people in my surrounding communities, by lecturing on social security, estate planning, taxes in retirement and retirement income planning. Having 30 years in the business has given me the ability to gain a wealth of knowledge that I can proactively offer all individuals. I have always followed a holistic approach, focusing on the overall picture for everyone’s unique situations. I begin by implementing a financial plan by building a comprehensive investment strategy. Diving into retirement years, I seek out ways to guide my clients in tax-efficient distributions. From there we will pursue different areas of insurance including Life, Long-Term Care and Medicare. Among many certifications I hold, one that is very important to me is my National Social Security Certificate. I am very proficient when it comes social security maximization strategies and can help folks decide when is the best time to turn it on. The last piece to this puzzle is estate planning, making sure my clients can enjoy life knowing they prepared for the future that lies ahead. What pleases me the most is that at the end of the day, my clients are 100% confident that they can retire in the lifestyle that they so choose without having to worry about their investments. Bringing my expertise, positioning it in a way that regardless of the market conditions, they will live their retirement dreams. Education: Bachelor’s Degree from Michigan State University Licenses / Certifications: Securities Licenses Accredited Investment Fiduciary (AIF) Life/Health Insurance Licenses Bucket Plan Certified National Social Security Advisor I look forward to working with you! Kelly L. Boyd [email protected] 586-331-3177 Investwise Financial

• What industry does Kelly Boyd currently work in?

  Kelly Boyd currently works in the
  Investwise Financial

• What is Kelly Boyd's area of expertise?

  Kelly Boyd specializes in
  “The best way to predict the future is to create it” Abraham Lincoln My success in the industry stems from my dedication to the principles of sound investing and applying core values to client service. I enjoy my time being a financial planner, no two days are alike. My job is to introduce individuals to effective ways of protecting money and saving on taxes. As a frequent educational speaker, I have reached thousands of people in my surrounding communities, by lecturing on social security, estate planning, taxes in retirement and retirement income planning. Having 30 years in the business has given me the ability to gain a wealth of knowledge that I can proactively offer all individuals. I have always followed a holistic approach, focusing on the overall picture for everyone’s unique situations. I begin by implementing a financial plan by building a comprehensive investment strategy. Diving into retirement years, I seek out ways to guide my clients in tax-efficient distributions. From there we will pursue different areas of insurance including Life, Long-Term Care and Medicare. Among many certifications I hold, one that is very important to me is my National Social Security Certificate. I am very proficient when it comes social security maximization strategies and can help folks decide when is the best time to turn it on. The last piece to this puzzle is estate planning, making sure my clients can enjoy life knowing they prepared for the future that lies ahead. What pleases me the most is that at the end of the day, my clients are 100% confident that they can retire in the lifestyle that they so choose without having to worry about their investments. Bringing my expertise, positioning it in a way that regardless of the market conditions, they will live their retirement dreams. Education: Bachelor’s Degree from Michigan State University Licenses / Certifications: Securities Licenses Accredited Investment Fiduciary (AIF) Life/Health Insurance Licenses Bucket Plan Certified National Social Security Advisor I look forward to working with you! Kelly L. Boyd [email protected] 586-331-3177

• Which languages does Kelly Boyd speak? 

  Kelly Boyd speaks the following languages:
  No languages available.

• Which industries has Kelly Boyd previously worked in?   

  Kelly Boyd has prior experience in the following industries:
  Freedom One Financial

• What is Kelly Boyd’s work experience?  

  Kelly Boyd has the following professional experience:
  Investwise Financial , Freedom One Financial .

• How can I find Kelly Boyd on LinkedIn?  

  You can view Kelly Boyd’s
  LinkedIn profile at LinkedIn URL.

• What are Kelly Boyd’s work email addresses?  

  Kelly Boyd’s work email addresses are
  [email protected].

• What company does Kelly Boyd work for?  

  Kelly Boyd works at
  Investwise Financial