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.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
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When considering life insurance, it's important to understand your options.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Understanding how capital gains are taxed may help you refine your investment strategies.
These food myths will really put a drain on your wallet.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
It’s never a bad time to speak with your financial advisor about changes in your situation.
If you died, what would happen to your email archives, social profiles and online accounts?
Smart investors take the time to separate emotion from fact.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.