FAQ

WHO IS BOYD CASSELMAN?

Boyd is a licensed insurance agent in the State of Utah. His clients, typically aged 60 and older, are looking for guidance before and throughout their retirement years. Boyd specializes in safe asset accumulation, lifetime income, income replacement, long-term care, and legacy planning strategies.

WHAT IS BOYD’S PLANNING PROCESS?

First, Boyd takes the time to get to know his clients and understand their unique circumstances. He then creates a thoughtful and comprehensive plan that mirrors the client’s unique needs, including a powerful income planning tool not offered by other advisors. Boyd takes the time to educate each client about any and all recommendations in a clear and easy-to-understand way. Rather than feeling sold to or pressured to make a change or implement a strategy, Boyd’s clients feel “empowered.” The knowledge he provides helps them make good and informed decisions for themselves.

HOW LONG DOES THE PLANNING PROCESS TAKE?

It depends upon the complexity of the case, but normally it takes about three to five meetings to complete and implement a full retirement and income plan.

HOW MUCH WILL THIS COST ME?

In addition to avoiding a high-pressure sales experience, Boyd will never charge you for his time or for any planning services he may render. It is his goal to work hard to earn your trust before you make any implementation decisions and then continue to provide you with an exceptional level of service for many years to come.