How We Plan


The roadmap to each of our Client's wealth management strategies is as custom and complex as each of their unique histories and life stories.

Investing with Vision
Minimizing your Risks
Planning for your Family & Home
Managing your Legacy
Creating a Retirement Income Strategy

Investing for Life

Tax Planning

Managing Equity Compensation

Considering Investment Properties

Reviewing Your Healthcare Options & Coordinating with Medicare

Assessing Life & Disability Insurance Needs

Analyzing Your Umbrella, Property & Automobile Insurance Needs

Evaluating Long-Term Care Options

Buying a Home

Planning for College

Managing Mortgages & Other Debt

Caring for Loved Ones

Navigating Finances Before & After Marriage

Re-Establishing Finances After Divorce or Death of a Spouse

Finding the Right Retirement Living Option

Creating a Plan

Selecting Beneficiaries

Implementing Wealth Transfer Strategies

Planning for Philantropy

Maximizing Your Social Security Benefits

Optimizing Retirement Plan Distributions

Planning So You Do Not Outlive Your Assets

Your Complete Picture

Navigating the investment landscape can be tedious enough before considering the additional complexity of financial planning and wealth management. That’s why we’ve developed B|O|S Roadmaps. Think of it like an app – specifically like a maps app – that helps to determine where you are now and where you need to go. With your B|O|S Advisor and Roadmaps as your personal guide – we’ll build a custom-tailored path just for you and your family.

If you’re interested in setting up an appointment and learning more about how B|O|S can help you with your investment and financial strategies, click the button below.  We’d love to hear from you.

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  • Investing for Life

  • Tax Planning

  • Managing Equity Compensation

  • Considering Investment Properties

  • Reviewing Your Healthcare Options & Coordinating with Medicare

  • Assessing Life & Disability Insurance Needs

  • Analyzing Your Umbrella, Property & Automobile Insurance Needs

  • Evaluating Long-Term Care Options

  • Buying a Home

  • Planning for College

  • Managing Mortgages & Other Debt

  • Caring for Loved Ones

  • Navigating Finances Before & After Marriage

  • Re-Establishing Finances After Divorce or Death of a Spouse

  • Finding the Right Retirement Living Option

  • Creating a Plan

  • Selecting Beneficiaries

  • Implementing Wealth Transfer Strategies

  • Planning for Philantropy

  • Maximizing Your Social Security Benefits

  • Optimizing Retirement Plan Distributions

  • Planning So You Do Not Outlive Your Assets

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