Our Services

We work hard to put the “service” in Boyd Financial Services, offering distinct solutions for employers, individuals, families, and seniors in Rhinelander and beyond. Some of our solutions are listed below.

Crafting a Legacy

Contrary to popular belief, estate plans aren’t only for the wealthy. In fact, anyone who owns a home, car, or other personal belongings can benefit from an estate plan. As your personal life, the economy, and tax laws change, we will work with you to review your estate plan and help you prepare your family for the future.

Planning for Retirement?

Are you financially ready for retirement? Do you know how to make your retirement income last? At Boyd Financial Services, we help you answer these complex questions and more. Whether you are just starting to plan for retirement or are already retired, we will develop a plan so that you can feel confident in your future.

College Funding Strategies

We know it is not easy to carve out a sum of money for your children’s education every month. After all, you likely have a mortgage, car payment, and retirement account to fund. With college costs expected to continue their eternal climb, it’s never too early to start saving for your family’s higher education needs. We can help you invest in your children’s future by designing a plan that best fits your family’s needs.

Life, Disability, and Long-term Care Insurance

Insurance is an important aspect of any balanced financial plan, helping protect you and your loved ones against the cost of accidents, illness, disability, and death. Unfortunately, it is also one of the most ignored. Boyd Financial Services offers a variety of insurance products including life, disability, and long-term care. Together, we will help you gain an understanding of the products and determine your coverage needs.

Health Insurance

Whether you are an individual, advisor, or employer, we work with you to find the best plan to meet your needs, and at a good value. We believe your plan should work not only with you but for your budget. We focus on more than just price and policy – we consider provider choice, worst case scenario claims, and everyday benefits. We partner with many top carriers to bring you solutions regarding individual, employer-sponsored, Medicare Supplement, Medicare Advantage, and Medicare Part D plans.

Group Benefits

We work with you as the employer to design a benefit package that works for you. We use health, dental, life, disability coverage, and retirement plans to build an employee benefit package. We are your advocate when it comes to renewal time, and we work with the insurance carriers to provide the best plan at the best value for your group.

Our services just begin with designing your benefit package. We coordinate employee communications, provide online employee access for large employers, new hire orientation, employee termination, COBRA or State Continuation guidance, and assistance with employee claims.

Our services for individuals include:

Financial planning
  • Estate and retirement planning
  • Charitable giving
  • Education funding
Investment offerings
  • Stocks and bonds
  • Fixed and variable annuities
Over-65 health insurance products
Under-65 short-term health policies
Affordable Care Act health plans

Our services for employers include:

Health insurance plans
  • High deductible health plans
  • Traditional PPO plans
  • HMO network plans
Dental and vision insurance
Life insurance
Short- and long-term disability
Long-term care and retirement plans
Benefit plan administration
Copyright © 2024
Boyd Financial Services