Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.
Financial Planning
After performing a complete and detailed review of every aspect of your financial and family situation we will determine your financial strengths and weaknesses, make recommendations and prepare a detailed, written financial plan for you and your family. You will enjoy a feeling of control and confidence after finishing this process.
Retirement Planning
You want to know if you can afford an enjoyable and independent retirement. We will show how likely you are to succeed and what you need to do now to secure your retirement .
Tax Preparation
Our firm offers professional preparation of all tax returns.
Estate Planning
Estate taxes can be a time-bomb waiting to wipe out your family's inheritance. Most families can avoid this tax entirely with a few simple, inexpensive planning measures. Even those families that cannot completely avoid the estate tax can drastically reduce the tax they owe with proper planning.
Tax Planning
Pay less tax. Most families pay too much tax simply because they do not know the rules. Rely on our tax expertise to minimize your tax bill. This can be a key factor in achieving your long-term financial goals.
Investment Management
Full service investing. You choose whether you want a fee-based (no commissions) or commission-based approach. We can help you decide which is best for you.
Securities offered through Schwab Institutional, Member NASD/SIPC.
Investment advisory services offered through Jon Bos Financial Advisor. Jon Bos Financial Advisor is licensed to offer investment advisory services in the states of TX and SD. This is not an offer to provide investment services in any other state or jurisdiction.
