"Plan designs and strategies to manage and protect families, businesses, and prosperity for over 25 years.”
Shelley Lee Boyce, CFP®, AIF®

Market News Account Access 

Thank you for visiting the homepage of Financial Planning Solutions, Inc. We are an independent registered investment advisory firm headquartered in Carlsbad, California.

Shelley Lee Boyce is an established CERTIFIED FINANCIAL PLANNER™ practitioner. She is here to assist you with all of your financial planning needs.

Feel free to browse and, if you have any questions or comments or would like to make an appointment for a complimentary initial consultation, please contact us via phone or e-mail.

If you’re not currently acquainted with our firm, we’ve established this website 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.


Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,838 San Diego wealth managers were considered for the award; 368 (21 percent of candidates) were named 2014 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.






Shelley was recently featured in San Diego Woman Magazineclick here to read more.


Congratulations to Shelley from San Diego magazine.

Shelley has earned the distinction of: Five StarSM: Best in Client
Satisfaction Wealth Manager
 
in 2007, 2008, 2009, 2010, 2012, 2013, and 2014—a seven-year award winner.

Read more >


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This communication strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,HI,IN,MN,NC,NE,NM,NV,NY,OR,PA,SD,TX,UT,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
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