Jon Bos, Financial Advisor is a full service investment and financial planning firm. The firm specializes in retirement planning, business consulting, investments, estates and trusts and personal financial planning. Of course, in addition to the firms specialty areas, Jon Bos also provides tax return preparation.
The firm is a leader in financial planning in the Abilene area and offers a rare combination of expertise covering all of the cornerstones of sound financial planning.
We offer a free no obligation consultation which goes beyond a simple showcase of our services. We will ask for the following items and analyze them prior to your free consultation:
1. LIFE INSURANCE: most recent statement from the insurance carrier and your actual policies
2. TAX RETURNS: copies of your income tax returns for the previous 2 years
3. ACCOUNT STATEMENTS: most recent copies of investment and savings accounts
4. REAL ESTATE: list of real estate property owned with copies of deeds
5. WILLS & TRUSTS: copies of these documents if you have them
6. POWER OF ATTORNEY: copies of this document if you have one
7. FAMILY INFORMATION: names and ages of all family members, including grandchildren
8. AUTOMOBILES: list of vehicles you own
9. CAR AND HOME INSURANCE: copies of the insurers summary of coverage
10. DEBTS: most recent statements for any outstanding debts including any mortgages
11. EXPECTED INHERITANCE: details of any inheritance you expect to receive within the next 10 years or any other significant increase in personal assets you may be expecting.
We will respect your privacy and you ARE NOT required to bring any personal information. However, we will analyze the information you provide and keep it in the strictest confidence.
