During the current tax strategy/planning season and the upcoming tax preparation season, Stephen is available for in-person appointments. Please review the available times below, then call 859-887-1122 ext 1 to let Stephen know when you are available.

MONDAY thru FRIDAY day appointment times:

9:00am until 4:00pm

WEEKEND appointment times:

Saturday by appointment only

Call or Email to schedule your appointment:

(859) 887-1122 ext. 1

Stephen@BoydWM.com

Investment Policy:

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services^SM. Insurance services offered through an Avantax affiliated insurance agency.

BrokerCheck – is linked here: https://brokercheck.finra.org/