Devon Financial Partners l Plan, Protect, Prosper l http://www.devon-financial.com

Jim is a Certified Financial Planner™ professional with Devon Financial Partners in Wayne, Pennsylvania, where 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.

Jim’s 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 life goals and objectives. “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.

Jim resides in King of Prussia, Pennsylvania with his wife and son.

Jim Boyd, CFP®

Partner

Director of Physicians Financial Resource Network & Advanced Planning

Financial Representative of The Guardian Life Insurance Company of America, New York, NY. The Information on this site is intended for the residents of Connecticut (CT), Delaware (DE), Florida (FL), Massachusetts (MA), New Jersey (NJ), New York (NY), and Pennsylvania (PA). The financial representatives of Devon Financial Associates LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Colleen Marzella at 610-293-8304.

Securities products and services are offered through Registered Representatives of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004, 1-888-600-4667. Devon Financial Associates, LLC is not an affiliate or subsidiary of PAS.

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