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This is Fred Ball for Zions Bank, speaking on business.
Boyce Lowery has been involved in the financial services arena for more than 30 years. The majority of that time he spent working for someone else, but six years ago, he decided he was ready to start his own practice and launched Suncrest Strategic Advisors.
Boyce's firm helps clients navigate through the complexities of retirement and estate planning, executive compensation, business succession planning, asset protection and employee benefits. The Draper company also helps structure and fund buy-sell agreements and design programs to retain valuable employees.
For any services he doesn't offer or that require someone with legal or accounting credentials, Boyce works closely with personal advisors or refers clients to other members of the professional community. Suncrest Strategic Advisors has an extensive client base that spans the United States from Alaska to Florida.
Each client is different and comes with a unique set of circumstances. One of the most common situations Boyce handles involves making sure buy-sell agreements are up to date and structured properly. He also spends a great deal of time designing tax-effective solutions for executives to provide for their futures and seeing that estate planning is in order.
The firm provides a single resource where business owners can get help in virtually any area of financial planning, without a fee. (Boyce's compensation comes from commissions he may earn throughout the planning process.)
Boyce considers himself first and foremost a problem solver. He keeps abreast of issues facing business owners so he is prepared to offer effective solutions. Suncrest Strategic Advisors provides a place where business owners can secure their financial futures.
For Zions Bank, I'm Fred Ball. I'm speaking on business.
