A divorce or the death of a spouse can be a challenging time for one’s personal and financial life. Following these events, individuals must close old joint accounts, open new accounts, and update their beneficiaries. They must also address longer-term items such as revising their estate plan, revisiting their investment strategy, and ensuring their taxes are paid. At B|O|S, we help our clients reestablish their finances by serving as a trusted advisor throughout transitional life events.
- Investing With Vision
- Managing your Risk
- Planning for your Family & Home
- Managing your Legacy
- Creating a Retirement Income Strategy