At Bosworth Financial Services all our work follows a clear set of guiding principles that have stood the test of time. In adhering to them we ensure that you receive the very highest level of counsel and support.
Knowing yourself means having a realistic view of your financial situation; a good sense as to your key life goals; and clarity concerning your investment skills and tolerance for risk. In his excellent book, Winning the Loser’s Game, investment guru Charles Ellis put it like this: to be a truly successful long term investor, the first and central challenge is to know thyself—understand your personal financial goals and what would be truly successful for you.
We help you map out a clear path for your future--a path based on sound financial principles and use of the most suitable investment and insurance products. We ensure that you always know what the next step is and that all steps works together for your benefit.
Invest for the Long Term
We seek positive long term results by adhering to a disciplined investment approach based on customized asset allocations, the use of targeted low-cost investment products and periodic portfolio rebalancing. We do not chase short-term trends by using market timing strategies.
Money is a Means
Wealth is a means to support you, your family, the world you live in and the world you will leave behind. Thus, we work very hard to ensure that your financial targets and the key steps for reaching them are truly aligned with your key values and goals.
Service is our Business
The essence of a service business is service and our commitment to you is wholehearted and complete. Your success is our success and we leave no stone unturned in helping you achieve your goals.
Our Word is our Bond
Our aim and practice is to ensure that our services fulfill the promises we make. And the best endorsements of our integrity and competency come from satisfied clients who are enjoying the significant benefits resulting from our work.
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.