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Caring For Loved Ones

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A child with lifelong special needs.
A parent with early signs of dementia.
Concerns about potential assisted living needs as you age.

Each of these situations can bring about personal and financial burdens, and each may require the assistance of experts. Careful planning and access to specialists can help you navigate the oftentimes confusing and myriad choices that are suddenly thrust in front of you and can point to hidden resources to help answer such questions as:

  • Do I need a long-term care insurance policy?
  • How can a trust help enhance the life of my special needs child?
  • What are the different retirement living options that I should consider?
  • What should I ask about and observe when considering retirement care facilities for my parent?

Planning with a trusted advisor is key. B|O|S has guided many clients through these decisions. Our goal is to help you make smart decisions and free up your time to focus on what matters most to you.

Ask a question about Caring For Loved Ones

Speak with Michelle Soto, CFP®, CDFA™, who provides investment advice, portfolio design, and financial planning advice to both private and institutional clients.

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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