|
|||
Mike Boyd - CASL®, ChFC®, LUTCF, CFP®Senior Financial Planner, Financial Services Representative, Special Needs Financial Planner Rhinelander: Boyd Financial Services, an office of MetLife
Phone: (715)369-5577
BUSINESS PHILOSOPHY
My goal is to provide families and business owners 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.
![]()
|
|||


About Us

|
9000 W. Chester Street, Suite 100 Phone: (414)615-4850 |

Metropolitan Life Insurance Company (MLIC), New York, NY 10036. Securities products offered by MetLife Securities, Inc. (MSI), Member FINRA/SIPC. Investment advisory services offered by Investment Adviser Representatives of MSI, a Registered Investment Adviser. MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Economy Fire & Casualty Company, Economy Preferred Insurance Company, Metropolitan Casualty Insurance Company, Metropolitan Direct Property and Casualty Insurance Company (CA Certificate of Authority: 6730; Warwick, RI), Metropolitan General Insurance Company, Metropolitan Group Property and Casualty Insurance Company (CA COA: 6393; Warwick, RI), and Metropolitan Lloyds Insurance Company of Texas, all with administrative home offices in Warwick, RI. Coverage, rates, and discounts are available in most states to those who qualify. All companies listed above are MetLife companies!