The Accountability Standard
We work with and through numerous companies who each have a system of checks and balances to ensure full compliance with financial regulations is taking place.
Our Network of Partners
Our team seeks partnerships with reputable financial institutions who share our goal of working in your best interest. We believe each organization we partner with has a specific advantage to contribute to your financial future.
Who’s holding your assets?
We consider the custodian, the institution responsible for holding and safeguarding a firm’s or an individual’s assets, one of the most important partnerships we have. Custodians ensure each and every client receives complete transparency relating to their assets, while restricting the access others have to their money. Fidelity Investments is the organization we chose to hold our clients’ assets.
Whenever we wish to make a change to your investments we must seek the approval of TD AmeriTrade's compliance guidelines and obey their rules and regulations.
A Culture of Transparency
At B.O.S.S. Retirement Advisors, we aim to provide full transparency so clients can have the confidence of knowing that no hidden commissions or conflicts of interests are eating into their investment returns.
As part of our commitment to transparency, we encourage our clients to perform their own due diligence, or investigation, on B.O.S.S. Retirement Advisors and any other financial advice organization prior to signing a contract.
Here are things to consider when investigating financial institutions: