Financial and Retirement Planning
After reviewing your financial and family situation we will determine your financial strengths and weaknesses, make recommendations and prepare a financial roadmap for you and your family. You will enjoy a feeling of control and confidence after finishing this process.
Do 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.
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 state of TX. This is not an offer to provide investment services in any other state or jurisdiction.
Tax Preparation & Planning
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.
We offer full service investing. You choose whether you want a fee-based or commission-based approach. We can help you decide which is best for you. Our investment recommendations are compatible with Dave Ramsey’s general recommendations and we are comfortable helping you through Dave Ramsey’s baby steps on your path to financial freedom.
We specialize in low cost term life insurance. We check rates from several highly rated insurers and find the best deal available. We help you determine your life insurance needs and look at the big picture of your personal financial and family situation. Call for a free quote. We can also help you evaluate existing policies to determine if they are your best option.