Offering comprehensive financial services means more to us than a list of products. It means ensuring that our clients enjoy total financial wellness. From personal retirement, insurance, investing, estate planning, tax planning and preparation, to business tax preparation, planning, and investing . . . we offer a one-stop shopping approach to handle all of your needs.
It means coming to a deep understanding of your goals, developing an appreciation of your lifestyle, and demonstrating an honest desire to help you get where you want to go. It is the result of relationships built on trust, as well as a commitment to provide assistance on a long-term basis.
This is the philosophy behind the services offered by G. P. Boyle & Associates, PC. It is the driving force behind your financial success, as well as our own.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind investing, retirement, tax, insurance, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Investment and financial planning services are offered by George P. Boyle, Jr. through his affiliation with HD Vest.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Understanding the cycle of investing may help you avoid easy pitfalls.
What if instead of buying that vacation home, you invested the money?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What are your options for investing in emerging markets?
It's easy to let investments accumulate like old receipts in a junk drawer.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.