Tailored Financial Planning
The core tenet on which all our relationships are established is one centered around planning. We take the time to listen to our clients and seek to understand your unique, individual circumstances – and even your personality – in order to deliver advice and recommendations specific to your goals, as opposed to a momentary view of market conditions. We then couple your goals with our resources & experience in order to design a plan that provides for a high degree of predictability, flexibility, and one that is easy to understand. We have found that investors who follow a sound financial plan often have a higher probability of accomplishing their financial goals than those who act on emotions and make frequent changes based on the latest media headline.

Defined Investment Process
Once agreed upon, your tailored financial plan then acts as the foundation on which most investment decisions are made thereafter.

Boyette Financial uses a defined investment process that is built on two driving principles – portfolio construction & risk management. With your specific financial plan as the blueprint, we will help build an asset allocation model and investment portfolio that most closely aligns with your goals, your time horizon, and your tolerance for risk. As with the rest of the process, you and your unique goals will be the primary basis for that design.

While long term returns are typically a key determinant of a portfolio’s ultimate success, we also understand that long-term is not where life is lived. With a steadfast focus on risk management, we continuously look to balance short-term fears and concerns with your longer-term needs and objectives, so that you can remain comfortably committed to your plan.

Consistent Client Reviews
Once we build a plan together and design an investment portfolio, that is not the end of the process. In fact, it’s just the beginning. We are going to talk every few months and sit down once or twice a year (and more if needed). We are going to collaborate, and tweak, and adjust as we go through time. Planning is not an event - it’s a process. It is highly likely that your situation will change and evolve over time, and Boyette Financial will be there to help provide you with guidance and advice as those changes unfold.

We also feel that it is absolutely imperative that you understand what is happening in the markets, the economy, and within your portfolio at all times. By committing to providing regular, meaningful contact, we’re able to consistently deliver on that expectation. We also work diligently to stay abreast of what lie’s ahead, helping you remain equipped for the challenges of tomorrow.

Impartial and Objective Advice
We firmly believe that an independent & unbiased culture allows us to implement first-class quality financial advice. Ours is a culture that is “advice driven” - not “product driven”. It is a culture that is molded by, and developed for, the clients that we serve.

Simply put, our client’s needs come first, and always will.

Get in touch

➤ LOCATION

2403 Moores Lane
Texarkana, TX 75503

☎ CONTACT

(903) 401-8689