Business Description
Retirement Planning Specialists, Jessica Jacques,CFP® and Darren Boyer of Boyer Retirement Group help retirees along the Wasatch Front, plan, maintain and roll over their retirement savings. Here is our “Retiring in Wealth” Process: First, we gather and organize all your objectives and current financial information into one consolidated report, a snapshot of where you are today. Next, we use sophisticated tools to analyze the current values of all your assets. With these current values, we will examine your goals, assets and financial expectations to see what actions are needed in order to help achieve your goals. Your specific plan can include recommendations on how to increase your Retirement Income, Asset Allocation, Tax Strategies, Risk Tolerance, Insurance, Savings Plans and Annuity Options. Details of our recommendations are provided to you in two ways; in a comprehensive written report and online through your own secure private website. In your financial homepage you can view everything about your financial and estate plan at any time, from any place. Once our advisor team puts your plan into action, powerful analysis engines continually monitor, update and analyze changes in your account to help ensure you are always on target to achieve your objectives. Our financial planning system is different than most. We provide you with a “LIVE” financial plan. No surprises for you, or us. The success formula is straightforward; we are specialists who focus on understanding your financial goals then devise strategies to get you there. Ensuring you Retire in Wealth.
General Information Gender:    Female CRD#:    2781950 Name of Broker/Dealer:    LPL Financial States Licensed in:    (UT) (WY) (AZ) (ID) (OK) (CA) States Willing to do Business in:    All Years of Experience in Financial Services:    15 Number of Years with Current Firm:    5 Work Experience:    Fidelity Investments Smith Barney LPL I work with the following types of clients:    Businesses, Individual Investors
Education Academic Background   Jessica Jacques CERTIFIED FINANCIAL PLANNER Darren Boyer BS Business Administration Finance Fresno State University
Services Investment Types:    Mutual Funds, Insurance, Bonds, Stocks, Annuities
Qualifications & Memberships Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Insurance License (Life & Health; Long Term Care; Specify below) Securities Licenses:    Series 24, Series 6, Series 7, Series 31, Series 63, Series 65 Insurance and Annuity Licenses:    Variable Annuity, Long Term Care, Variable Life, Life, Annuity, Health Financial Organization Memberships:    Women Building Wealth Non-Financial Organization Memberships:    Weber County Republican Women 25th Street Association
Firm Information Number of Advisors in Office:    Up to 10 employees I work with clients as part of a team:    Yes
Compliance Registered Representative:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees Fee Structure:    I am a fee-based financial professional Minimum Portfolio Size for New Managed Accounts:    $50,000 Compensation Methods:    Hourly, Commissions, Based on Assets, Flat Fee Fee % Based on Assets:    1 Hourly Rate:    $250 Additional Details on Charges:    We are ultra competitive. The initial consultation is complimentary. All fees and charges will be disclosed and agreed upon by both parties prior to any activity.
Prepared By:	Jessica Jacques, CFP®& Darren Boyer

Frequently Asked Questions

Q.	What are your qualifications? What is your education background?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

Q.	How are you compensated? How will I pay for your services?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	Do you offer any guaranteed results?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

Q.	What services do you provide? What are your specialties?

Q.	How do you charge for your services?

Q.	Do you provide a free initial consultation?

Q.	Why should I choose you as my financial advisor?

Q.	What are your qualifications?

Q.	What is your approach to 401 K plan rollovers?

Q.	How long does the process of rolling over a 401K plan usually take?

Q.	How many years of experience do you have?

Q.	What are your fees for this service?

Q.	Why should I roll over my 401K plan to your firm?

Q.	Do you provide a free initial consultation?

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Q.	What are your qualifications? What is your education background?
Darren Boyer has a Bachelors of Science Degree in Finance from Fresno State Unniversity With 18 years of experience. Jessica Jacques is a Certified Financial Planner (CFP®) with 14 yeas of experience

Q.	What is your approach to financial planning?
Our Retiring in wealth Process is straightforward; we are specialists who focus on understanding your financial goals then devise strategies to get you there. This comprehensive planning will help you connect your short term needs with you long term personal and financial goals.

Q.	What services do you offer?
Retirement Income Planning. Financial Plans. Investment Services.

Q.	How are you compensated? How will I pay for your services?
Commission or Hourly Fee.

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Nothing will be done in your portfolio without consent from you first.

Q.	Do you offer any guaranteed results?
No.

Q.	How much risk should I be willing to take?
Risk will be determined by your individual goals.

Q.	Have you ever been charged with any breaches?
No.

Q.	What services do you provide? What are your specialties?
Retirement Income Planning. Financial Plans. Investment Services.

Q.	How do you charge for your services?
Commissions or Hourly Fee

Q.	Do you provide a free initial consultation?
Yes

Q.	Why should I choose you as my financial advisor?
In this cookie cutter world of investing many investors have trouble differentiating the difference between financial advisors. Who should you entrust your life savings? To the average investor they seem identical. Our success formula is straightforward; we are specialists who focus on understanding your financial goals then devise strategies to get you there.

Q.	What are your qualifications?
Darren Boyer has a Bachelors of Science Degree in Finance from Fresno State Unniversity, with 18 years of experience. Jessica Jacques is a Certified Financial Planner (CFP®) with 14 years of experience

Q.	What is your approach to 401 K plan rollovers?
Our Retiring in wealth Process is straightforward; we are specialists who focus on understanding your financial goals then devise strategies to get you there. This comprehensive planning will help you connect your short term needs with you long term personal and financial goals.

Q.	How long does the process of rolling over a 401K plan usually take?
Two to Six weeks.

Q.	How many years of experience do you have?
Thirteen

Q.	What are your fees for this service?
Commission or Hourly Fee

Q.	Why should I roll over my 401K plan to your firm?
Our Retiring in wealth Process is a wealth advisory program designed to help retirees and those approaching retirement feel confident about their futures. Many for the first time have a way to track or measure their progress, helping them to confidently maintain and improve their lifestyles. At Boyer Retirement Group we look at all aspects of your life before making Investment recommendations.

Q.	Do you provide a free initial consultation?
Yes