If you are more than 10 years from retirement, this program provides a personal game plan for achieving your most important goals--such as purchasing residence and vacation homes, funding college educations, affording a comfortable life style, providing support to aging parents, building up retirement savings, minimizing taxes, and insuring against such risks as death, disability, or costly medical conditions.
Since any plan is only as good as its input, our first efforts involve coming to understand you, your goals and your overall financial situation--spending levels, income sources, savings and investment programs, portfolio make-up, company benefits, tax situation, and insurance coverage.
Once these inputs are finalized, we use sophisticated planning software plus our own expertise to craft a plan that systematically leads you towards attainment of these goals. Moreover, your plan is rigorously tested under different scenarios so that you have a clear picture as to the effects of varying inflation rates and investment returns on your overall situation.
Your final plan lays out specific recommendations covering such areas as:
We assist in plan implementation by providing referrals for specific products and services and coordinating activities with accountants and lawyers as appropriate. And, if you enter our Investment Management Program, we carefully monitor ongoing investment performance, suggesting portfolio changes as circumstances warrant.
Because your personal situation, market conditions and the economic environment are continually changing, annual plan reviews are important.
Fees Our fees for developing your initial plan are based on the complexity of your financial situation. Ongoing fees will be determined based on the type and level of service provided.
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.