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What is Financial Planning?

(What is Wealth Management?)

Comprehensive financial planning means looking at all of the pieces that make up your current financial position — taxes, insurance products, investments — and putting them together to create one unified strategy that goes beyond simply investing or estate planning.

Using a team approach, we’ll work to help you bridge the space between where you are now and where you’d like to be.

Unfortunately, while many people begin the process of planning their financial future, not as many see it through to fruition. While there could be countless reasons for this, we believe the main ones are lack of clarity and advisor bias.

Without a unified team of legal, tax and financial professionals, you could be left with contradicting solutions that leave you wandering in circles. At B.O.S.S. Retirement Advisors, we seek to eliminate the confusion and frustration by gathering input from each of these areas to form a clear financial strategy that is in line with your best interest.

» Next: What is a fiduciary?

Complimentary Report!
"Social Security Decisions Booklet”
Learn about strategies to use that may increase your benefits.
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Privacy Policy Terms and Conditions

Advisory services offered through B.O.S.S. Retirement Advisors, a Registered Investment Advisory firm. Insurance products and services offered through B.O.S.S. Retirement Solutions.

B.O.S.S. Retirement Solutions uses generally available permanent life insurance and annuity policies and riders. A generally available permanent insurance policy and riders not only provide a substantial death benefit, but also may offer considerable living benefits and cash value.  Annuity products can create a guaranteed paycheck for life. B.O.S.S. Retirement Solutions, its employees and representatives are not authorized to give tax or legal advice.  Individuals are encouraged to seek advice from their own tax or legal counsel.  Neither the information presented nor any opinion expressed constitutes a representation by us or a solicitation for the purchase or sale of any insurance or annuity products. The B.O.S.S. Retirement Solutions System is recommended for educational purposes only.

Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. B.O.S.S. Retirement Solutions is not affiliated with the US government or any governmental agency.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.