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Phase Four Financial
Services
Resources
About Us
Client Login
Schedule 20-Min Call
Services
Resources
About Us
Client Login
Schedule 20-Min Call
Tribute to Founder of Vanguard - Jack Bogle
Jeff Boyd 1/18/19 Jeff Boyd 1/18/19

Tribute to Founder of Vanguard - Jack Bogle

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Historical Market Response - Mid Term Elections
Jeff Boyd 11/7/18 Jeff Boyd 11/7/18

Historical Market Response - Mid Term Elections

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Market Review - October & November 2018
Jeff Boyd 11/1/18 Jeff Boyd 11/1/18

Market Review - October & November 2018

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Market Review - September 2018
Jeff Boyd 9/19/18 Jeff Boyd 9/19/18

Market Review - September 2018

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Market Review - March 2018
Jeff Boyd 3/5/18 Jeff Boyd 3/5/18

Market Review - March 2018

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Party Over for Markets?
Jeff Boyd 2/6/18 Jeff Boyd 2/6/18

Party Over for Markets?

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First Trust Update - Brian Wesbury
Jeff Boyd 2/2/18 Jeff Boyd 2/2/18

First Trust Update - Brian Wesbury

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Tax Reform Update
Jeff Boyd 12/27/17 Jeff Boyd 12/27/17

Tax Reform Update

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Best Return on Your Life?
Jeff Boyd 11/16/17 Jeff Boyd 11/16/17

Best Return on Your Life?

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Enjoying a “Working” Retirement
Jeff Boyd 10/18/17 Jeff Boyd 10/18/17

Enjoying a “Working” Retirement

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Market Review - September 2017
Jeff Boyd 9/13/17 Jeff Boyd 9/13/17

Market Review - September 2017

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6 Ways to a Happier Retirement
Jeff Boyd 8/3/17 Jeff Boyd 8/3/17

6 Ways to a Happier Retirement

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3 Ways to Avoid Less Satisfying Retirement
Jeff Boyd 7/5/17 Jeff Boyd 7/5/17

3 Ways to Avoid Less Satisfying Retirement

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What Does Retirement Mean to You?
Jeff Boyd 6/13/17 Jeff Boyd 6/13/17

What Does Retirement Mean to You?

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Proudly Serving our San Diego Community, and the states listed below


Check the background of this firm on FINRA’s BrokerCheck.

The information provided in third party links are from sources we believe to be reliable. However, we cannot guarantee that it is accurate or complete. Opinions are those of the author and are not necessarily those of Phase Four Financial Solutions or Independent Financial Group and are subject to change without notice.

Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

 

Registered Representative offering securities & advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer & investment advisor. Member FINRA/SIPC. Phase Four Financial Solutions & IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Suite 200 San Diego, CA 92130

Licensed to sell securities in the following states: AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, LA, MD, MI, MN, MO, MS, MT, NE, NM, NV, OR, PA, SD, TN, TX, UT, VA, WA, & WY. No investment strategy can guarantee a profit or protect against loss.

Jeff Boyd, CA Insurance License #0C53243. Insurance and annuities are products of the insurance industry. Guarantees are subject to the claims-paying ability of the insurance company and surrender charges may apply if money is withdrawn before the end of the contract. Please keep in mind Insurance companies alone determine insurability, and some people, for their own health or lifestyle reasons, are deemed uninsurable.