Our Services
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All our services are provided by a CFP® whose extensive expertise is carefully applied to your specific personal situation. The end result is a plan that really works for you and the confidence and peace of mind that comes from taking the right steps towards a positive financial future. Click on the links below for more information on our programs, our process, and the principles we follow.
|Our Programs| |Our Process | |Guiding Principles|
We Can Help Whether your primary concern is building assets for the future, establishing a sound retirement income stream, saving for college education, repositioning your investment portfolio, or determining how to best support your favorite charities, our expertise can help. So if you recognize that long term planning is the best way to achieve long term goals, but lack the time and/or expertise to develop and implement a plan on your own, consider our services carefully. The certified financial planner, or CFP, designation is considered the gold standard in this crowd. CFPs are required to be knowledgeable about financial planning topics including insurance, employee benefits, investments, taxes and retirement and estate planning. They must also have at least three years experience and pass a 10 hour exam.
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©2010 Bosworth Financial Services, LLC. All rights reserved. |
Bosworth Financial Services is a Registered Investment Advisor offering comprehensive fee-only financial planning and investment advisory services. We work solely for your benefit and do not sell any financial products nor receive any compensation from mutual funds or insurance companies. 
The Gold Standard