Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Timing Your Retirement
Our Mission.....To Help You Work Towards Your Financial Goals.
Here at the BoS Investment Services we are committed to helping our clients become financially confident.
We are highly skilled in helping our clients assess their needs, establish goals and then providing the financial and insurance products that can work towards making those goals a reality. We are in the business of helping people become more independent.
Toward this end, BoS Investment Services offers complete financial services, along with Life Insurance, Group Insurance and Employee Benefits packages. Our desire has always been outstanding services and to perform at the highest level of integrity. For over thirty years, the hallmark of BoS Investment Services has been outstanding personalized service, that is, and will always be true.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
BoS Investment Services was founded with the goal of assisting our clients in every aspect of their financial lives. Our goal is to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Our team's knowledge helps our clients move on a path toward their dreams and goals. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach that focuses on their dreams.
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (217) 753-1005.