Brian A Boyd, ChFC®, CFP®
Wealth Management Advisor


Boyd Wealth Management and Insurance Services

Our Mission

We strive to bring true financial security to high net worth families and business owners. We do this by way of a comprehensive planning process, goal prioritization, and collaboration with our clients' existing advisors. Our team includes two advisors who have earned their Certified Financial Planner (CFP®) certifications, with over 32 years of combined experience. We share a commitment to provide exceptional service to all of our clients. We have chosen to stay small, recognizing that our greatest joy comes from cultivating deep relationships with a select group of clients over many years of service.

Our Services Include:

Wealth Management Education Funding
Financial Planning Disability Income Planning
Retirement Planning Employee and Executive Benefits Planning
Business Succession Planning Life Insurance Planning
Estate Planning Long Term Care Planning
Investment Strategies Special Needs Planning
 

Videos


Wealth Optimization System

Planning Horizon graphic
Discovery: Identify Vision & Goals
The first phase begins by identifying vision and goals. This is called the Discovery phase and this is where we identify your vision and goals to gain clarity around the current planning gaps.
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Creative Solutions: Think about the Solution
The second phase is the Creative Solutions phase. In this phase we collaborate and discuss solutions to close the planning gaps that have been identified.
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Strategy Deployment: Implement the Solution
The third phase is the Strategy Deployment phase. In this phase we implement the solutions specifically designed to close the planning gaps necessary to accomplishing the goals.
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Results Management: Sustain the Results
The final phase is the Results Management phase. In this phase we established a plan to manage and sustain the results, providing the confidence the plan will work over time.
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Copyright 2015 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.


Brian Boyd wins Community Service Award from the Northwestern Mutual Foundation

March 2016 Make-A-Wish Foundation of Northeastern California and Northern Nevada based in Sacramento, CA, received a $15,000 grant in honor of Northwestern Mutual wealth management advisor Brian Boyd’s exceptional volunteer commitment as part of the company's 21st annual Community Service Award program. Boyd is one of 16 Northwestern Mutual financial professionals recognized as exceptional volunteers. Since the start of the Community Service Award program in 1995, the Northwestern Mutual Foundation has donated more than $3 million on behalf of its representatives to over 300 nonprofit organizations across the country.

Ask the Expert: What Impact Can North Korea Have on Your Portfolio?

In this month’s chat, we’re talking about political risk and your investments.

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Sharing Success

In 2017, Northwestern Mutual expects to again lead the industry in total dividends paid.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck