Jill Boynton (BA, CDFA, CFP®)
Jill Boynton focuses in the
following client markets or areas of practice:
- Divorce Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Women's Financial Planning Issues
- Divorce Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Women's Financial Planning Issues
Planning Specialties
Our firm provides investment management and financial planning for individuals and small businesses. In addition Jill Boynton and Susan Veligor are Certified Divorce Financial Analysts, able to assist parties in a divorce by analyzing the outcome of proposed settlements.
Additional Information
We are an SEC-registered firm providing comprehensive financial and investment planning. We have over 30 years of combined expertise in working with clients of all ages, from young couples just starting out to retirees. Our individualized approach provides you with honest, unbiased advice tailored to your individual needs.
NAPFA Start Date
August 05, 1999