Unlock Your Financial Potential.
Some people think that investments are not for everyone. We at Boyd Insurance & Investments firmly believe that investments are for anyone who wants to secure their financial future and build wealth. We strive to break down barriers and make investments accessible to individuals from all walks of life.
Why You Should Start Investing Now
Regardless of your age, it’s never too late to start investing. Investing now can have a significant impact on your financial future, especially in an ever-changing economic landscape. Here’s why you should start investing today:
Time is Your Greatest Asset
The power of compounding works best over the long term. By starting now, you give your investments more time to grow, potentially maximizing your returns and building substantial wealth.
Embrace Financial Independence
Investing allows you to gain control over your financial future. By growing your wealth, you can create a source of passive income, reducing reliance on a single income stream and giving you more financial freedom.
INVESTMENT OPTIONS
Investment Strategies for a Stronger Financial Future
Boyd Insurance & Investments offers a variety of investment options, and our team is here to guide you through choosing the right combination of plans to best secure your financial future.
For Individuals
When it comes to investing, we understand that every individual has unique goals, circumstances, and risk tolerance. That’s why our investment options are tailored specifically for individuals like you. Our team will closely work with you to understand your financial objectives and create a personalized investment plan for you.
Planning for All of Life’s Stages
We understand that life is full of unpredictable twists and turns, and our comprehensive approach to financial planning ensures that you are well-prepared for every phase. Whether you’re just starting out on your financial journey or approaching retirement, these investment options ensure you’re well-prepared for whatever comes your way.
Building Your Legacy
Planning for the future involves more than just securing your own financial well-being. It’s about leaving a lasting legacy for your loved ones and future generations. These investment options are designed to help you create a solid foundation for the future of your family, no matter what happens to you.
Protection for Retirement
Preparing for a secure and fulfilling retirement is essential, and our investment options provide the protection and strategies you need to ensure a comfortable retirement lifestyle. We offer comprehensive solutions tailored to safeguard your retirement funds and maximize your financial security in the future.
Financial Planning & Investment Advising
At Boyd Insurance & Investments, we believe a strong financial future is built on sound planning and informed investment decisions. Our team of experienced advisors is dedicated to providing comprehensive financial planning and personalized investment strategies to help you achieve your goals.
For Companies and Organizations
We also cater to the unique investment needs of companies and organizations. Businesses require specialized strategies to grow their financial assets and achieve their long-term goals, and that’s what our experienced advisors are here for.
Financial Services for Businesses
We offer a comprehensive range of plans that will help businesses navigate the intricacies of financial management. Our consultations include:
- 401(k) Plans
- Deferred Compensation Plans
- SIMPLE and SEP IRAs
- Profit-sharing Plans
- 403(b) Retirement Plans
- Defined Contribution Plans
- Defined Benefit Plans
- Key Person Life Insurance
Resources
These tools and insights are designed to assist you in making informed financial decisions to secure your future and build lasting wealth. Feel free to explore our resources below:
Discover Your Path to Financial Growth Through Investments
Investing in your future has never been more important. So, don’t let your fears or misconceptions hold you back. At Boyd Insurance & Investments, you can start building a brighter future for yourself and your loved ones with the help of our experienced advisors. You don’t have to worry, as we’ll be beside you every step of the way. Whether you’re just starting your financial journey, planning for retirement, or aiming to leave a lasting legacy, we have the strategies and solutions to help you succeed.
Why Trust Boyd Insurance & Investments
At Boyd Insurance & Investments, we believe that investing is an excellent tool that can unlock your financial potential and pave the way to a brighter future. We understand that the world of investments may seem complex and intimidating, but we are here to break down barriers and make investing accessible to everyone.
Comprehensive Financial Planning
We take a holistic approach to financial planning, ensuring that you are well-prepared for every stage of life.
Tailored Investment Solutions
We offer personalized investment options to align with your unique goals, circumstances, and risk tolerance.
Specialized Services for Businesses
We cater to the unique investment needs of companies with services ranging from retirement plans to business succession planning.
Nicholas Zec, Jr.,LUTCF, CFS
Vice President – Financial & Retirement Planning Office Phone: 941-745-8300 Email: NickZ@BoydInsurance.com
Read MoreMeet Our Investment Advisor
With a wealth of experience and a keen understanding of the market, our professional advisor is committed to tailoring investment strategies to meet your unique goals. Feel free to contact our dedicated investment advisor to utilize his expertise for all your investment needs.
Nicholas Zec, Jr., LUTCF, CFS
Vice President – Financial & Retirement Planning
To learn more about Nicholas, click here to read his full bio.
Important Disclosures
Nicholas Zec, Kristy Terenzio, and James Boyd are Registered Representatives of, and their securities are offered through LaSalle St. Securities LLC (LSS), Member FINRA/SIPC. Mrs. Terenzio is also an Investment Advisor Representative, and her advisory services are offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor affiliated with LSS. Boyd Insurance & Investment Services, Inc. is not affiliated with LSS or LSIA.
Nicholas Zec
Kristy Terenzio
James Boyd
FAQS and Blogs
Assessing your risk tolerance involves understanding your willingness to withstand fluctuations in your investment value. Our financial advisors will use a combination of questionnaires and discussions to determine your risk appetite, ensuring your investment strategy aligns with your comfort level.
The best time to start investing is as early as possible. Time in the market allows for the potential of compounding returns, which can significantly grow your investments over the long term. However, it’s never too late to begin investing, and our advisors can help you get started at any stage of life.
The required initial investment can vary based on the type of investment you choose. Some options may have a low entry barrier, while others may require a more substantial initial amount. Our advisors will work with you to determine the most suitable investment options based on your financial capacity.
Regularly reviewing your investment portfolio is essential to ensure it stays aligned with your changing financial goals and market conditions. Our advisors recommend reviewing your portfolio at least annually or whenever significant life events occur, such as marriage, a new job, or retirement.
It’s essential to keep in mind that all investments carry inherent risks, and the value of your investments can go up or down based on market conditions. However, our advisors will help you create a diversified portfolio, which can help mitigate risks and increase the potential for stable returns over time.
Getting started is easy! Simply reach out to Boyd Insurance through our website or call our office directly to schedule an appointment with our experienced advisors. We’ll begin by understanding your financial goals and aspirations and then work together to create a personalized financial plan tailored to your needs.
Disclaimer: The information provided in these FAQs is for informational purposes only and should not be considered financial advice. Please consult with a qualified financial advisor before making any investment decisions.
Invest with Boyd. Invest with Confidence.
At Boyd Insurance & Investments, we go above and beyond to redefine the investment experience for our clients. We believe that your financial future deserves personalized attention and a partner who truly understands your aspirations. With our unwavering commitment to excellence and a deep understanding of the ever-evolving market, we are here to transform the way you invest. Our experienced team will utilize their expertise to provide you with tailored strategies, cutting-edge solutions, and the guidance you need to navigate the complexities of the investment landscape. Reach out to us today!
