Certified Financial Planner, Jim Boyd specializes in addressing the unique needs of clients. His knowledge in the financial services arena, combined with his passion for helping people, play a key role in his ability to work with his clients to achieve their financial goals and objectives. Jim focuses on helping families and individuals protect their cash flows and ultimately lifestyles, and he loves speaking in front of groups and inspiring people to make positive changes in their lives. Don't miss it!

In this episode, you will learn:

Jim's brief background.

What keeps Jim busy today.

Jim’s horizontal and vertical income.

What Jim's personal expenses are.

Jim’s net worth today.

What Jim’s horizontal income consists of.

Jim’s life happiness index.

Jim shares about his current contributions.

Jim’s exercise routine.

Jim’s life’s greatest hits.

Plus so much more!

Jim is a Certified Financial Planner™ professional. He is the founder of the Physicians Financial Resource Network. PFRN is a forum where advanced planning professionals across several disciplines and specializing in the unique needs of medical professionals come together to serve the market with skill.

“My passion is to motivate and educate my clients to take control of their finances and live a more financially-empowered life!”

With advanced knowledge in insurance planning, tax reduction, retirement and investment planning, and estate transfers, he is able to address all aspects of his clients’ financial lives and coordinate the efforts of their trusted advisors. Jim helps his clients, who include families and businesses as well as the medical community, protect their loved ones, their businesses, and their lifestyles.

Jim attended Penn State University where he earned his Bachelors of Science degree from the Smeal College of Business. He continues to update his planning knowledge by teaching continuing education classes to CPA’s and Estate Planning attorneys. In addition, Jim shares his knowledge by giving seminars on wealth protection and tax efficiency planning, planning for care, lifestyle protection, and investment strategies.

His professional memberships include the Certified Financial Planner™ Board of Standards; National Association of Insurance and Financial Advisors, Philadelphia Estate Planning Council.

Jim sits on the Board of Directors of NAIFA Greater Philadelphia and is a committee member of the Philadelphia Estate Planning Council. He resides in King of Prussia, Pennsylvania with his wife, son and daughter.