Shelley Lee Boyce

Financial Planning Solutions, Inc. is an independent registered investment advisory firm based in Carlsbad, California, providing comprehensive financial planning services for over 30 years. Led by Shelley Lee Boyce, a highly experienced CERTIFIED FINANCIAL PLANNER practitioner, the firm specializes in designing personalized strategies to manage and protect families, businesses, and prosperity. Recognized as a Five Star Wealth Manager for multiple years, Financial Planning Solutions, Inc. is committed to helping clients achieve financial contentment and peace of mind. With a focus on understanding individual needs and goals, the firm offers expert guidance and a range of services to ensure clients' financial well-being.Generated from the website

Amerifirst Financial Inc is a financial services company based in Carlsbad, CA, specializing in mortgage lending and related services. The company offers a range of loan products to help individuals and families achieve their home ownership goals. With a focus on personalized customer service and competitive rates, Amerifirst Financial Inc aims to provide clients with a seamless and stress-free lending experience. The company's team of experienced professionals is dedicated to guiding clients through the loan process and finding the best financing solutions for their needs. Generated from their business information

Westpac Wealth Partners, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardians offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.