Financial Planning and Investments
Individual
- Life Insurance (Term, Variable, Trust, Whole, Universal)
(additional tax-free retirement income benefit potential) - Mutual Funds, Stocks & Bonds
- 529 College Savings Plans, Coverdell College Savings Plan
- Estate Planning & Advice (Federal & Pennsylvania)
- Trust services for Estate protection & planning
- Savings Account & CD's (FDIC insured)
- Review of tax return & tax advice on investments
Retirement
- Roth IRA - new accounts, current account fund analysis
- Traditional IRA - new accounts, current account fund analysis
- Rollovers for 401k, 403b, SEP, SIMPLE, or any other retirement account
- 401k, SIMPLE, SEP, 403b, 401k Roth plan setup for any Business
- Variable, Fixed, Index Annuities
- Retirement mapping (year by year income/expense projections)
- Social Security planning and timing
Business
- Retirement Plan setup (401k, Roth 401k, Simple IRA, SEP, Single-K)
- Current Retirement Plan analysis
- Executive benifits/bonus, Deferred Comp, 412i, 419, 409a, Split Dollar
- Business Succession/Continuation Planning, Key Person, Buy/Sell insurance, incentives to retain key employees
“Thanks for coming out last night to the house and setting us up without having to bring the kids out. You have great Customer Service skills, doing whatever it takes!”Phil Amarante
Danville, PA
About Joe Boyle
Joseph F. Boyle is an Investment Advisor Representative with over 25 years in the financial field. He received his undergraduate degree from Penn State with an MBA locally from Bucknell University. An extra "perk" for clients is that Mr. Boyle is one of the only Financial Advisors in Central PA who is a tax accountant. Every financial transaction has tax implications. The extra cost of consulting a tax specialist is avoided.
