Wealth Planning
Comprehensive wealth management incorporates numerous financial topics, aligning them into a wholistic process toward the fulfillment of your vision. Simply allocating funds into a portfolio and reviewing assets isn’t enough. With the BOS Wealth & Planning team as your partner, together we will separately address topics such as retirement planning, savings for education, tax planning, as well as investments. Together we will create a thorough plan for your financial future and the corresponding investment strategy to support the plan—helping you pursue your goals.
Retirement Planning
- Pre-retirement Analysis
- Post-retirement Analysis
- Pension Maximization Strategies
- Annuitization Strategies
Tax Planning
- Tax Efficient Investment Management
- Tax Strategies
- Gain/Loss Harvesting Strategies
Estate Planning
- Estate Planning Analysis
- Trust Fund Management
- Estate-Tax Funding Strategies
- Unique Gifting Strategies
- Family Wealth Planning
Education Planning
- Cost Analysis
- Funding Strategies (529 plans, Education IRA’s, UGMA accounts)
Risk Management
- Life Insurance – Term, Universal and Variable Life
- Disability Income Insurance
- Long-term Care Insurance