Retirement Plan Perspectives

2784 Gateway Road, Suite 102, Carlsbad, CA 92009

760-929-1180

slboyce@financialdesign.net

Shelley Lee Boyce, CFP®, AIF®, CPWA®

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Shelley Lee Boyce, CFP®, AIF®, CPWA®

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Office: 760-929-1180

Fax: 760-929-1185

2784 Gateway Road

Suite 102

Carlsbad, CA 92009

slboyce@financialdesign.net

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Financial Planning Solutions, Inc.® 2784 Gateway Road, Suite 102, Carlsbad, CA 92009 | P 760.929.1180 | F 760.929.1185

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Shelley Lee Boyce (CA Insurance Lic. #0761125) is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered through Financial Planning Solutions, Inc,® a Registered Investment Adviser, and fixed insurance products and services are separate and unrelated to Commonwealth.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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