how we plan / Planning for your Family & Home /

Buying a Home

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AN EXPERT

Buying a home is a financial milestone. At B|O|S, we help take some of the guesswork out of such a significant financial decision by viewing it within the context of an overall financial plan. We guide our clients through various considerations, such as:

  • How much can I afford?
  • Paying cash vs. financing
  • Renting vs. buying
  • Refinancing an existing mortgage
  • The merits and drawbacks of purchasing a second home
  • Helping kids with a down payment

Speak with Joel DeMaria, CFP®, who provides clients with comprehensive investment management and financial planning advice.

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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