Will Boykin Investment Services

Services Offered

• Personalized Financial Planning
• Investment Management
• Retirement Planning
• Wealth Management
• Estate Planning

Cost Range

The cost for financial planning services can vary significantly based on the complexity of your financial situation and the services required. Typically, fees may include a flat fee for comprehensive planning or a percentage of assets under management for ongoing investment advisory services. It's advisable to contact the firm directly for a detailed quote.

Local Tips

• Schedule your appointment during weekday mornings for a more relaxed consultation experience.
• Consider exploring nearby local eateries on Nash Street for a delightful lunch after your financial planning session.

Frequently Asked Questions

• What should I bring to my first meeting? - It's helpful to bring financial documents such as tax returns, pay stubs, bank statements, and information on existing investments.
• How often should I meet with my financial planner? - Regular check-ins are recommended, typically annually or bi-annually, unless significant life changes occur.
• Is there a minimum asset requirement? - It's best to inquire directly with Will Boykin Investment Services to understand any asset thresholds for their services.

Contact Information

For more information or to schedule an appointment, visit their office at the listed address or call during business hours.