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01

Investing with Vision

Investing with Vision

Investing with Vision

We need to know where you are and where you intend to go in order to help you get there in a thoughtful, coordinated manner. We build investment portfolios based on our understanding of your complete financial picture – including all of your investment assets – not based on the portion or your wealth that we directly manage.

02

Planning for Your Family
& Home

Planning for Your Family
& Home

Planning for Your Family & Home

Throughout our engagement, we help you better understand your investments so that we are better able to help you navigate your financial life. We help you plan to educate your children, buy a new home, or care for aging parents. When detours appear, we help you adjust. We partner with you to navigate both life’s milestones and unforeseen events.

03

Managing your Risk

Managing your Risk

Managing your Risk

The consequence of unforeseen perils may be significant. We help you plan for what you do not expect by advising you on property, health, life, disability, and umbrella insurance coverage. Our recommendations are aligned with your interests and we sell no proprietary products.

04

Creating a Retirement
Income Strategy

Creating a Retirement
Income Strategy

Creating a Retirement Income Strategy

Planning how to optimize your financial resources can be complex. We help you maximize your Social Security benefit, fine tune your retirement plan distributions, and create a financial plan based on your specific goals, whether it be to not outlive your assets, give philanthropically or provide a legacy. A comprehensive financial plan may provide peace of mind and opportunities in your retirement years. Our goal is to provide peace of mind in retirement years so you can pursue new ventures and enjoy life.

05

Managing Your Legacy

Managing Your Legacy

Managing Your Legacy

Each of us leaves a legacy. We help you better understand tax costs and opportunities, as well as non-financial considerations involved in creating an appropriate estate plan. We then work with you to develop a framework that works well for you & your family.

Get a strategic plan custom tailored to you.

If you like to know more about customized financial planning simply fill out the required fields in the form below, submit them, and then a principal from B|O|S will get back to you shortly.

Jennifer Ellison, CFA
PRINCIPAL

B|O|S Recognition

B|O|S  is proud to have been recognized as an industry leader in the registered investment advisor space. These accolades and peer-recognitions reflect not only our passion, but also our deep commitment to every aspect of our relationship with our clients.

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