Bill Boggs, Cfp®, Cepa Email & Phone Number

How do you know when it’s financially okay to stop working and “retire”?How much should you accumulate to maintain your lifestyle for the next 30 – 35 years? Structured financial planning helps answer these questions, and helps increase the chances of a financially successful retirement. The goal of financial planning is to develop effective strategies and solutions to help individuals, families, and business owners maximize their wealth and minimize their financial mistakes. Proactive decisions based on your personal goals is the focal point of all of our plan designsFinancial Planning is an ongoing process that I approach with the pragmatism of a Naval pilot:• Gain clarity about what the client wants to accomplish• Develop a strategy to help them pursue their goals• Identify and mitigate risks• Implement the client’s solutions• Review and make adjustments along the way. At Pence Wealth Management, our primary objective is to help client’s grow and conserve their family wealth. It’s a collaborative effort between us, the client, and the client’s other professional advisors. Collaboration provides the client with the best opportunity to develop and implement the most optimum strategies and help them gain control of, and to simplify their financial picture so they can confidently work towards what's important to them.Bill Boggs is a Registered Representative with and offers securities and advisory services through LPL Financial, a registered investment advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.For a list of states in which the financial consultants affiliates with Pence Wealth Management are registered to do business, please visit: www.pencewealthmanagement.comFinancial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness.

Listed skills include Finance, Strategic Financial Planning, Strategy, Investments, and 6 others.

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  University Of San Diego

  General