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.

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

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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