You get answers to questions you always had and insights on matters never considered. The end result is a clear map showing you how to get from where you are now to where you want to be.
Avoiding Major Mistakes
Smart people are fully capable of committing serious financial mistakes, errors of judgment that seriously harm themselves and their families. Ongoing access to prudent counsel helps you to avoid these potentially devastating financial mishaps.
Better decisions improve your overall financial well-being. Some examples: reducing expenses to fund savings; minimizing interest payments; obtaining necessary insurance coverage; more fully leveraging company benefits; investing more regularly and appropriately.
We help you develop a plan for accumulating the funds required to achieve your key goals. Disciplined implementation of a sensible plan is always the surest means of success.
Improved Financial IQ
We emphasize client education, explaining financial complexities in meaningful and easy to understand terms. Empowered by knowing what you need to know, financial anxieties lessen and your active involvement in the planning process increases as appropriate.
Confidence & Peace of Mind
Having established a sound plan supported by clear actions steps and developed a close relationship with a trusted professional, confidence and peace of mind grow. And they should; for you have taken responsibility for your financial future, setting in motion steps designed to lead towards the realization of your key goals.
Bosworth Financial Services, LLC ("Bosworth Financial Services") is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Bosworth Financial Services in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
AIl written content on this site is for information purposes only. Opinions expressed herein are solely those of Bosworth Financial Services, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.