Jim Boyd, CFP®
Wealth Management Advisor
First Financial Group
150 South Warner Rd. Suite 120
King of Prussia, PA 19406
Jim Boyd is a Wealth Management Advisor with First Financial Group, LLC. He has spent the past 17 years coaching corporate executives, business owners, and medical professionals to implement sound strategies that aim to protect their families, their cash-flow, and their way of life. His team has consulted with hundreds of fortune 500 executives, along with thousands of closely held business owners and successful individuals. He has a tremendous passion for helping people to gain financial peace of mind by making informed decisions around the creation, maximization, protection, and enjoyment of their wealth.
Jim currently serves as President of the National Association of Insurance and Financial Advisors-GP, and is actively involved in helping to ensure that favorable legislation is passed to protect and enhance the lives of his clients and the public.
Jim is a Certified Financial Planner™ professional and holds multiple securities licenses along with Life, Accident and Health designations. He received his Bachelor of Science from the Smeal College of Business at Penn State University.
Outside of his profession, Jim and his family are actively involved with the Bringing Hope Home charity, helping to bring Unexpected Amaziness to families that are battling cancer. He lives in Phoenixville, PA with his wife Jenn, their 2 children, and a small herd of rescue animals.
Areas of Focus:
- Business Planning
- Executive Benefits
- Compensation Design
- Wealth Accumulation
- Wealth Protection & Wealth Distribution
- Business Succession
- Retirement Plans
- Financial Wellness Programs
Financial Balance from the Living Balance Sheet
See how The Living Balance Sheet® can help you tell financial fact from fiction,
so you can achieve financial balance and accomplish your goals.