Founder - Jim Boyd, CFP®
Jim Boyd has spent over two decades coaching corporate executives, business owners, and medical professionals to implement sound strategies that aim to protect their families, their cash-flow, and their way of life. His team has consulted with hundreds of fortune 500 executives, along with thousands of closely held business owners and successful individuals. He has a tremendous passion for helping people to gain financial peace of mind by making informed decisions around the creation, maximization, protection, and enjoyment of their wealth.
Jim is immediate-past President (2020) of the National Association of Insurance and Financial Advisors-GP, and is actively involved in helping to ensure that favorable legislation is passed to protect and enhance the lives of his clients and the public.