Mike Boyd

Mike Boyd - CASL®, ChFC®, LUTCF, CFP®

Senior Financial Planner, Financial Services Representative, Special Needs Financial Planner

Rhinelander: Boyd Financial Services, an office of MetLife
1202 Lincoln St.
Rhinelander, WI 54501

Phone: (715)369-5577
Fax: (715)369-5578
E-mail:

  • Registered Representative of MetLife Securities, Inc.
  • Leaders Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.
  • Special Needs Planner - MetLife Center for Special Needs Planning: A specially trained professional who assists families plan for the financial future of their children with special needs.

BUSINESS PHILOSOPHY

My goal is to provide families and business owners
with assistance in building their financial freedom and security. I have the skills, knowledge and experience required to meet my client’s goals. My personal goal is to become a lifetime resource and friend to my clients.
 

PRODUCTS AND SERVICES

• Fee-Based Financial Planning:

            Focusing on Estate Planning, Retirement Planning, Charitable Giving* and College Funding Strategies

 Investment Offerings:

Stocks, Bonds, Fixed and Variable Annuities,

Mutual Funds, IRA’s

Pension Payouts/Transfers

401K’s, Simple IRA’s, TSA’s

  Insurance Offerings:

Life (Including Whole, Term, Universal and Variable     Universal) Disability Income, Long-Term Care, Health, Medicare Supplements and Mortgage Protection (through life insurance and disability income insurance                                         

QUALIFICATIONS/DESIGNATIONS

Certified Financial Planner™ practitioner

ChFC®, Chartered Financial Consultant, designation

CASL, Chartered Advisor for Senior Living, designation

  CLU®, Certified Life Underwriter designation

  LUTCF, Life Underwriter Training Council Fellow, designation

  Licensed in AL, AZ, FL, IL, IN, MI, MN, SD and WI

  Registered Representative of MetLife Securities, Inc.

 Leaders Conference Qualifier

  Member of Million Dollar Round Table

  Special Needs Financial Planner – MetLife’s Center for Special Needs Planning

 Speaker and Advisor on Estate Planning for Families with Special Needs

PERSONAL

  Family: Wife Cheryl, and 4 children: Jessica, Ryan, Rachael and Michaela

  Hobbies: Scuba Diving, motorcycle riding, traveling, shooting trap and sporting clays

ORGANIZATIONS

  Member of Financial Planning Association

  Member of Certified Financial Planner Organization

  Board Member of non profit organization, Northwoods Saves

  President of the Board for “The Fix Is In”, a non-profit organization providing low cost spay and neutering.