WELCOME
Thank you for visiting the home page of Financial Planning Solutions, Inc. We are an Independent Registered Investment Advisory Firm headquartered in Carlsbad, California. My name is Shelley Lee Boyce, and I am an established CERTIFIED FINANCIAL PLANNER™ practitioner . I am here to assist you with all of your financial planning needs.
Feel free to browse and, if you have any questions, comments, or would like to make an appointment for a complimentary initial consultation, please contact me via phone or e-mail.
If you're not currently acquainted with our firm, we've established this Web site as a way for you to get to know us and understand how we can help you get to that point where you are content and don't have to worry.
We appreciate your interest and sincerely look forward to serving you.
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Congratulations to Shelley from
San Diego Magazine
Shelley has earned the distinction of: FIVE STAR: Best in Client
Satisfaction Wealth ManagerSM in
2007, 2008, 2009 and 2010As a result of evaluation submitted by her clients |
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Featured Content: Latest Article and Market Commentary
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The Secret About Social Security: Many people believe that once they hit age 62, they should begin receiving social security benefits. Others have been advised to wait as long as possible before drawing distributions.
View the Featured Article
View this month's
Market Commentary
Last Updated: 02/08/10
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