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.

Congratulations to Shelley from
San Diego Magazine

Shelley has earned the distinction of:

FIVE STAR: Best in Client
Satisfaction Wealth ManagerSM in
2007, 2008 and 2009

As a result of evaluation submitted
by her clients
Featured Content: Latest Article and Market Commentary

What's in a Name?:
Shakespearian references aside, a whole lot lies in a name when that name belongs to the beneficiary of your assets.

View the Featured Article



View this month's
Market Commentary

Last Updated: 06/25/09


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