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For nearly 15 years, Boyd Casselman has helped his clients prepare for and safely navigate the complexities of retirement.

Boyd’s unique and comprehensive client planning process combines safe money accumulation, lifetime income, income replacement, long-term care, and wealth transfer strategies. Boyd’s primary goal is to help his clients overcome their greatest retirement concerns: first, to never run out of the money they will need for the rest of their lives, and second, to be prepared financially for healthcare challenges that they will likely face in retirement. Through an initial consultation, followed by a lifetime retirement planning and advising relationship, Boyd’s clients reduce their financial stress, realize their retirement goals, and find greater peace of mind during their retirement years.