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how we plan / Planning for your Family & Home /

Planning for College


With higher education costs soaring, planning ahead can make a substantial difference. We work with parents to determine how much they will need to set aside to pay for future college costs without jeopardizing their long-term retirement goals. We also encourage our clients to take advantage of college savings tools such as 529 plans and Coverdell Education Savings Accounts, which offer tax-free growth opportunities when funds are used to pay for qualified educational expenses. Finally, we help guide extended family members who would like to make gifts toward education.

Have a question?

Speak with Jennifer Ellison, CFA, Principal, who works with many of the firm's individual clients on developing and implementing an investment strategy.

Jennifer Ellison, CFA

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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