Jim Boyd, Founder of J Boyd Benefits Advisory About

Jim Boyd

Founder, J Boyd Benefits Advisory

Jim built his career on the integrated long-term planning side of financial services before turning his focus to employee benefits. He was securities licensed and a CERTIFIED FINANCIAL PLANNER™ professional for many years, and remains life, health, and annuity licensed and active today.

That background shapes how this practice is run: every plan is evaluated the way any good plan should be evaluated: on whether the benefits, the numbers, and the system itself genuinely work over time for the people relying on them.

Jim helps companies add a preventive-health incentive benefit that costs neither the employer nor the employee anything net. It directs real, spendable healthcare and retirement dollars to the people who participate. He finds most clients are in the 10 - 250 employee range because they are the most numerous, though much larger entities can benefit greatly also.

Background
Years in financial servicesCareer-long
Former CFP® professionalYes
Former securities licenseYes
Current licensesLife / Health / Annuity
Focus

Who this website is built for.

Small & mid-sized employers

Primarily companies with 10–250+ employees, where a benefit like this can meaningfully move retention and morale.

Larger organizations, too

The plan design scales — larger employers qualify and are welcome to inquire.

Owner, Finance, and HR - together

Jim works directly with those on your team who contribute to the benefits decision, walking through the plan mechanics in plain terms so that you are clear in your understanding .

Talk It Through

A short call answers most questions directly.

Schedule a Call